See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,048 | $93,170+104.0% | $100,534+89.0% | $84,808+124.1% |
| Participation rate | 84.6% | 75.8%+8.8pp | 80.6%+4.0pp | 68.3%+16.3pp |
| Annual return | 14.97% | 47.13%-32.2pp | 32.66%-17.7pp | 40.90%-25.9pp |
| Employer contribution / active EE | $8,060 | $3,985+102.3% | $4,346+85.4% | $2,631+206.4% |
| Participant deferral / active EE | $9,539 | $5,699+67.4% | $6,144+55.3% | $4,212+126.5% |
| Admin fee / account holder | $36,244 | $7,382+391.0% | $7,654+373.5% | $7,344+393.5% |