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 | $208,929 | $77,899+168.2% | $149,673+39.6% | $75,163+178.0% |
| Participation rate | 96.7% | 65.6%+31.1pp | 78.8%+17.9pp | 67.2%+29.5pp |
| Annual return | 15.67% | 31.72%-16.0pp | 134.42%-118.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $8,561 | $3,137+172.9% | $4,818+77.7% | $2,670+220.7% |
| Participant deferral / active EE | $6,418 | $3,411+88.1% | $5,680+13.0% | $4,125+55.6% |
| Admin fee / account holder | $1,601 | $5,956-73.1% | $13,210-87.9% | $5,651-71.7% |