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 | $208,392 | $93,571+122.7% | $135,903+53.3% | $75,163+177.3% |
| Participation rate | 92.5% | 75.2%+17.3pp | 81.9%+10.6pp | 67.2%+25.3pp |
| Annual return | 22.12% | 30.90%-8.8pp | 68.23%-46.1pp | 160.62%-138.5pp |
| Employer contribution / active EE | $5,659 | $3,537+60.0% | $4,856+16.5% | $2,670+112.0% |
| Participant deferral / active EE | $7,458 | $6,404+16.5% | $7,758-3.9% | $4,125+80.8% |
| Admin fee / account holder | $16,201 | $6,975+132.3% | $10,762+50.5% | $5,651+186.7% |