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 | $203,957 | $72,277+182.2% | $101,248+101.4% | $79,858+155.4% |
| Participation rate | 98.2% | 68.5%+29.8pp | 75.8%+22.4pp | 69.6%+28.6pp |
| Annual return | 16.16% | 22.30%-6.1pp | 46.47%-30.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $5,558 | $2,692+106.5% | $3,660+51.9% | $2,471+125.0% |
| Participant deferral / active EE | $7,580 | $3,282+131.0% | $4,370+73.4% | $3,740+102.7% |
| Admin fee / account holder | $12,664 | $4,400+187.8% | $5,945+113.0% | $5,306+138.7% |