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 10-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 | $233,818 | $78,672+197.2% | $109,143+114.2% | $85,850+172.4% |
| Participation rate | 96.2% | 68.3%+27.9pp | 75.9%+20.3pp | 69.3%+26.8pp |
| Annual return | 19.35% | 25.09%-5.7pp | 25.75%-6.4pp | 318.53%-299.2pp |
| Employer contribution / active EE | $9,460 | $2,735+245.9% | $3,722+154.2% | $2,565+268.8% |
| Participant deferral / active EE | $8,804 | $3,467+153.9% | $4,653+89.2% | $3,952+122.8% |
| Admin fee / account holder | $1,945 | $5,469-64.4% | $6,752-71.2% | $6,260-68.9% |