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 | $210,179 | $91,190+130.5% | $178,490+17.8% | $79,858+163.2% |
| Participation rate | 88.5% | 69.2%+19.3pp | 81.9%+6.5pp | 69.6%+18.8pp |
| Annual return | 20.75% | 24.19%-3.4pp | 151.07%-130.3pp | 31.71%-11.0pp |
| Employer contribution / active EE | $3,745 | $3,256+15.0% | $5,011-25.3% | $2,471+51.6% |
| Participant deferral / active EE | $6,299 | $3,236+94.7% | $5,202+21.1% | $3,740+68.4% |
| Admin fee / account holder | $13,972 | $6,751+107.0% | $13,984-0.1% | $5,306+163.3% |