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 | $233,827 | $77,899+200.2% | $149,673+56.2% | $75,163+211.1% |
| Participation rate | 85.7% | 65.6%+20.1pp | 78.8%+6.9pp | 67.2%+18.5pp |
| Annual return | 17.54% | 31.72%-14.2pp | 134.42%-116.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $9,029 | $3,137+187.8% | $4,818+87.4% | $2,670+238.2% |
| Participant deferral / active EE | $7,315 | $3,411+114.4% | $5,680+28.8% | $4,125+77.3% |
| Admin fee / account holder | $18,693 | $5,956+213.8% | $13,210+41.5% | $5,651+230.8% |