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 | $211,891 | $80,717+162.5% | $154,803+36.9% | $84,808+149.8% |
| Participation rate | 98.4% | 66.8%+31.5pp | 78.1%+20.3pp | 68.3%+30.0pp |
| Annual return | 13.42% | 37.96%-24.5pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,287 | $2,761+19.0% | $4,305-23.7% | $2,631+24.9% |
| Participant deferral / active EE | $7,255 | $3,303+119.6% | $5,540+30.9% | $4,212+72.3% |
| Admin fee / account holder | $25,719 | $6,746+281.3% | $14,329+79.5% | $7,344+250.2% |