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 | $232,129 | $93,571+148.1% | $135,903+70.8% | $75,163+208.8% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 17.32% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $7,669 | $3,537+116.8% | $4,856+57.9% | $2,670+187.3% |
| Participant deferral / active EE | $9,283 | $6,404+45.0% | $7,758+19.7% | $4,125+125.0% |
| Admin fee / account holder | $10,412 | $6,975+49.3% | $10,762-3.3% | $5,651+84.2% |