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 | $225,704 | $89,355+152.6% | $141,162+59.9% | $72,985+209.2% |
| Participation rate | 98.9% | 75.1%+23.8pp | 82.5%+16.4pp | 69.5%+29.4pp |
| Annual return | 23.15% | 111.85%-88.7pp | 71.39%-48.2pp | 81.00%-57.9pp |
| Employer contribution / active EE | $5,706 | $3,114+83.2% | $4,735+20.5% | $2,440+133.9% |
| Participant deferral / active EE | $7,723 | $5,418+42.5% | $6,709+15.1% | $3,607+114.1% |
| Admin fee / account holder | $3,296 | $5,958-44.7% | $10,261-67.9% | $5,124-35.7% |