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 | $218,361 | $78,672+177.6% | $109,143+100.1% | $85,850+154.4% |
| Participation rate | 96.0% | 68.3%+27.7pp | 75.9%+20.1pp | 69.3%+26.7pp |
| Annual return | 12.52% | 25.09%-12.6pp | 25.75%-13.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $8,268 | $2,735+202.3% | $3,722+122.2% | $2,565+222.3% |
| Participant deferral / active EE | $6,316 | $3,467+82.2% | $4,653+35.7% | $3,952+59.8% |
| Admin fee / account holder | $24,979 | $5,469+356.7% | $6,752+269.9% | $6,260+299.0% |