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 | $243,725 | $77,899+212.9% | $149,673+62.8% | $75,163+224.3% |
| Participation rate | 97.5% | 65.6%+31.9pp | 78.8%+18.7pp | 67.2%+30.3pp |
| Annual return | 16.99% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $7,194 | $3,137+129.3% | $4,818+49.3% | $2,670+169.5% |
| Participant deferral / active EE | $6,749 | $3,411+97.9% | $5,680+18.8% | $4,125+63.6% |
| Admin fee / account holder | $1,786 | $5,956-70.0% | $13,210-86.5% | $5,651-68.4% |