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 | $241,717 | $110,261+119.2% | $95,745+152.5% | $139,434+73.4% |
| Participation rate | 87.5% | 75.8%+11.7pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 15.29% | 27.11%-11.8pp | 28.35%-13.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,915 | $3,257+20.2% | $2,835+38.1% | $4,751-17.6% |
| Participant deferral / active EE | $14,996 | $4,676+220.7% | $4,245+253.3% | $6,710+123.5% |
| Admin fee / account holder | $19,694 | $6,613+197.8% | $5,678+246.9% | $11,403+72.7% |