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 | $207,488 | $105,181+97.3% | $159,436+30.1% | $85,850+141.7% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.8%+8.2pp | 69.3%+21.8pp |
| Annual return | 17.11% | 45.07%-28.0pp | 263.57%-246.5pp | 318.53%-301.4pp |
| Employer contribution / active EE | $31,234 | $3,318+841.3% | $4,829+546.7% | $2,565+1117.7% |
| Participant deferral / active EE | $7,017 | $5,945+18.0% | $7,352-4.6% | $3,952+77.6% |
| Admin fee / account holder | $5,379 | $6,933-22.4% | $10,799-50.2% | $6,260-14.1% |