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 | $233,523 | $77,813+200.1% | $123,544+89.0% | $64,186+263.8% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.1pp |
| Annual return | 43.32% | 12.48%+30.8pp | 119.20%-75.9pp | 7.63%+35.7pp |
| Employer contribution / active EE | $5,154 | $3,014+71.0% | $4,628+11.4% | $2,381+116.5% |
| Participant deferral / active EE | $8,576 | $5,240+63.7% | $6,426+33.5% | $3,470+147.2% |
| Admin fee / account holder | $20,621 | $5,519+273.7% | $9,284+122.1% | $4,888+321.9% |