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 | $199,617 | $78,705+153.6% | $117,854+69.4% | $70,131+184.6% |
| Participation rate | 96.3% | 73.2%+23.1pp | 79.7%+16.6pp | 69.5%+26.8pp |
| Annual return | 16.66% | 23.30%-6.6pp | 335.08%-318.4pp | 73.14%-56.5pp |
| Employer contribution / active EE | $8,805 | $2,223+296.0% | $3,786+132.6% | $2,342+275.9% |
| Participant deferral / active EE | $9,456 | $3,297+186.8% | $4,482+111.0% | $3,332+183.8% |
| Admin fee / account holder | $2,238 | $5,065-55.8% | $8,020-72.1% | $4,645-51.8% |