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 | $240,479 | $93,571+157.0% | $135,903+76.9% | $75,163+219.9% |
| Participation rate | 98.2% | 75.2%+23.0pp | 81.9%+16.3pp | 67.2%+31.0pp |
| Annual return | 18.19% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $8,750 | $3,537+147.4% | $4,856+80.2% | $2,670+227.7% |
| Participant deferral / active EE | $8,248 | $6,404+28.8% | $7,758+6.3% | $4,125+99.9% |
| Admin fee / account holder | $12,488 | $6,975+79.0% | $10,762+16.0% | $5,651+121.0% |