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 | $244,773 | $72,012+239.9% | $185,823+31.7% | $79,858+206.5% |
| Participation rate | 98.5% | 65.8%+32.8pp | 78.0%+20.5pp | 69.6%+28.9pp |
| Annual return | 14.19% | 23.12%-8.9pp | 35.95%-21.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $4,883 | $1,965+148.5% | $4,087+19.5% | $2,471+97.6% |
| Participant deferral / active EE | $10,228 | $3,779+170.7% | $5,632+81.6% | $3,740+173.5% |
| Admin fee / account holder | $7,426 | $4,513+64.6% | $9,500-21.8% | $5,306+39.9% |