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 | $241,217 | $77,899+209.7% | $149,673+61.2% | $75,163+220.9% |
| Participation rate | 95.2% | 65.6%+29.7pp | 78.8%+16.5pp | 67.2%+28.0pp |
| Annual return | 18.31% | 31.72%-13.4pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $12,257 | $3,137+290.7% | $4,818+154.4% | $2,670+359.1% |
| Participant deferral / active EE | $11,529 | $3,411+238.0% | $5,680+103.0% | $4,125+179.5% |
| Admin fee / account holder | $2,107 | $5,956-64.6% | $13,210-84.0% | $5,651-62.7% |