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 | $245,717 | $65,365+275.9% | $92,893+164.5% | $72,985+236.7% |
| Participation rate | 91.9% | 68.3%+23.6pp | 76.0%+15.9pp | 69.5%+22.4pp |
| Annual return | 21.30% | 42.10%-20.8pp | 109.41%-88.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $6,927 | $2,594+167.0% | $3,653+89.6% | $2,440+183.9% |
| Participant deferral / active EE | $7,401 | $3,128+136.6% | $4,236+74.7% | $3,607+105.2% |
| Admin fee / account holder | $1,689 | $4,251-60.3% | $5,794-70.8% | $5,124-67.0% |