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 | $196,321 | $77,634+152.9% | $156,549+25.4% | $62,891+212.2% |
| Participation rate | 96.8% | 71.2%+25.6pp | 84.0%+12.8pp | 69.3%+27.5pp |
| Annual return | 4.81% | 50.32%-45.5pp | 32.23%-27.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $11,304 | $3,444+228.3% | $5,501+105.5% | $2,281+395.6% |
| Participant deferral / active EE | $4,714 | $3,045+54.8% | $4,871-3.2% | $3,203+47.2% |
| Admin fee / account holder | $644 | $5,561-88.4% | $13,027-95.1% | $4,296-85.0% |