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 | $244,636 | $86,891+181.5% | $142,449+71.7% | $75,163+225.5% |
| Participation rate | 98.0% | 68.5%+29.4pp | 76.8%+21.2pp | 67.2%+30.8pp |
| Annual return | 19.77% | 23.31%-3.5pp | 19.99%-0.2pp | 160.62%-140.8pp |
| Employer contribution / active EE | $11,445 | $3,355+241.1% | $4,847+136.1% | $2,670+328.7% |
| Participant deferral / active EE | $15,018 | $4,938+204.2% | $6,283+139.0% | $4,125+264.1% |
| Admin fee / account holder | $37,403 | $7,299+412.4% | $10,011+273.6% | $5,651+561.9% |