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 | $203,830 | $91,552+122.6% | $133,956+52.2% | $79,858+155.2% |
| Participation rate | 88.9% | 73.3%+15.5pp | 79.8%+9.0pp | 69.6%+19.3pp |
| Annual return | 11.25% | 61.85%-50.6pp | 45.09%-33.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $5,146 | $2,384+115.9% | $3,919+31.3% | $2,471+108.3% |
| Participant deferral / active EE | $4,148 | $3,733+11.1% | $5,048-17.8% | $3,740+10.9% |
| Admin fee / account holder | $19,674 | $6,321+211.3% | $8,927+120.4% | $5,306+270.8% |