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 | $202,366 | $86,891+132.9% | $142,449+42.1% | $75,163+169.2% |
| Participation rate | 97.4% | 68.5%+28.8pp | 76.8%+20.6pp | 67.2%+30.2pp |
| Annual return | 28.80% | 23.31%+5.5pp | 19.99%+8.8pp | 160.62%-131.8pp |
| Employer contribution / active EE | $4,515 | $3,355+34.6% | $4,847-6.8% | $2,670+69.1% |
| Participant deferral / active EE | $13,877 | $4,938+181.0% | $6,283+120.9% | $4,125+236.4% |
| Admin fee / account holder | $32,070 | $7,299+339.4% | $10,011+220.4% | $5,651+467.5% |