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 | $248,251 | $106,749+132.6% | $145,433+70.7% | $82,448+201.1% |
| Participation rate | 97.0% | 75.6%+21.3pp | 82.1%+14.9pp | 68.1%+28.9pp |
| Annual return | 18.93% | 27.59%-8.7pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $11,993 | $3,444+248.2% | $4,554+163.3% | $2,551+370.1% |
| Participant deferral / active EE | $17,005 | $6,519+160.9% | $7,897+115.3% | $4,139+310.8% |
| Admin fee / account holder | $24,462 | $8,390+191.6% | $13,129+86.3% | $7,234+238.1% |