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 | $235,877 | $105,181+124.3% | $159,436+47.9% | $85,850+174.8% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 14.97% | 45.07%-30.1pp | 263.57%-248.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $3,738 | $3,318+12.6% | $4,829-22.6% | $2,565+45.7% |
| Participant deferral / active EE | $6,574 | $5,945+10.6% | $7,352-10.6% | $3,952+66.4% |
| Admin fee / account holder | $43,642 | $6,933+529.4% | $10,799+304.1% | $6,260+597.2% |