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 | $239,035 | $94,625+152.6% | $116,228+105.7% | $84,808+181.9% |
| Participation rate | 94.3% | 70.4%+23.9pp | 74.6%+19.8pp | 68.3%+26.0pp |
| Annual return | 14.30% | 20.40%-6.1pp | 90.06%-75.8pp | 40.90%-26.6pp |
| Employer contribution / active EE | $6,003 | $2,347+155.8% | $2,994+100.5% | $2,631+128.2% |
| Participant deferral / active EE | $8,012 | $3,972+101.7% | $4,953+61.8% | $4,212+90.2% |
| Admin fee / account holder | $23,680 | $10,091+134.7% | $11,989+97.5% | $7,344+222.4% |