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 | $248,022 | $91,407+171.3% | $135,903+82.5% | $71,457+247.1% |
| Participation rate | 95.1% | 75.7%+19.4pp | 81.9%+13.2pp | 67.9%+27.2pp |
| Annual return | 16.93% | 29.90%-13.0pp | 68.23%-51.3pp | 28.85%-11.9pp |
| Employer contribution / active EE | $4,847 | $3,703+30.9% | $4,856-0.2% | $2,588+87.3% |
| Participant deferral / active EE | $11,097 | $7,092+56.5% | $7,758+43.0% | $4,289+158.7% |
| Admin fee / account holder | $16,545 | $1,266+1207.1% | $10,762+53.7% | $1,587+942.3% |