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 | $205,587 | $58,208+253.2% | $81,812+151.3% | $80,856+154.3% |
| Participation rate | 98.3% | 63.4%+34.9pp | 72.3%+25.9pp | 67.6%+30.6pp |
| Annual return | 18.18% | 41.66%-23.5pp | 773.79%-755.6pp | 35.59%-17.4pp |
| Employer contribution / active EE | $10,393 | $2,340+344.2% | $2,912+256.9% | $2,755+277.3% |
| Participant deferral / active EE | $9,799 | $3,281+198.7% | $4,319+126.9% | $4,296+128.1% |
| Admin fee / account holder | $20,699 | $4,981+315.5% | $7,386+180.2% | $6,918+199.2% |