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 | $238,276 | $85,202+179.7% | $172,739+37.9% | $72,985+226.5% |
| Participation rate | 91.0% | 70.1%+21.0pp | 82.6%+8.4pp | 69.5%+21.6pp |
| Annual return | 21.35% | 27.32%-6.0pp | 802.84%-781.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $7,797 | $3,324+134.6% | $5,143+51.6% | $2,440+219.6% |
| Participant deferral / active EE | $3,746 | $3,260+14.9% | $5,198-27.9% | $3,607+3.8% |
| Admin fee / account holder | $5,291 | $5,884-10.1% | $13,954-62.1% | $5,124+3.3% |