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 | $238,297 | $98,750+141.3% | $149,696+59.2% | $79,858+198.4% |
| Participation rate | 98.7% | 75.8%+23.0pp | 82.5%+16.3pp | 69.6%+29.1pp |
| Annual return | 17.99% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $3,839 | $3,216+19.4% | $4,644-17.3% | $2,471+55.4% |
| Participant deferral / active EE | $6,934 | $5,680+22.1% | $6,842+1.4% | $3,740+85.4% |
| Admin fee / account holder | $14,526 | $6,053+140.0% | $9,309+56.1% | $5,306+173.8% |