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 | $179,997 | $64,348+179.7% | $90,160+99.6% | $70,131+156.7% |
| Participation rate | 97.9% | 70.4%+27.5pp | 76.9%+21.0pp | 69.5%+28.4pp |
| Annual return | 20.22% | 28.13%-7.9pp | 34.88%-14.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $10,006 | $2,046+389.2% | $3,318+201.6% | $2,342+327.2% |
| Participant deferral / active EE | $13,342 | $4,389+204.0% | $5,288+152.3% | $3,332+300.4% |
| Admin fee / account holder | $10,281 | $3,944+160.7% | $5,943+73.0% | $4,645+121.3% |