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 | $221,404 | $93,170+137.6% | $100,534+120.2% | $84,808+161.1% |
| Participation rate | 97.4% | 75.8%+21.6pp | 80.6%+16.8pp | 68.3%+29.1pp |
| Annual return | 13.84% | 47.13%-33.3pp | 32.66%-18.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $5,451 | $3,985+36.8% | $4,346+25.4% | $2,631+107.2% |
| Participant deferral / active EE | $9,992 | $5,699+75.3% | $6,144+62.6% | $4,212+137.2% |
| Admin fee / account holder | $842 | $7,382-88.6% | $7,654-89.0% | $7,344-88.5% |