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 | $213,607 | $77,899+174.2% | $149,673+42.7% | $75,163+184.2% |
| Participation rate | 94.0% | 65.6%+28.4pp | 78.8%+15.2pp | 67.2%+26.8pp |
| Annual return | 20.27% | 31.72%-11.4pp | 134.42%-114.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $6,218 | $3,137+98.2% | $4,818+29.1% | $2,670+132.9% |
| Participant deferral / active EE | $6,973 | $3,411+104.4% | $5,680+22.8% | $4,125+69.0% |
| Admin fee / account holder | $13,470 | $5,956+126.2% | $13,210+2.0% | $5,651+138.4% |