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 | $248,551 | $109,881+126.2% | $150,045+65.7% | $84,808+193.1% |
| Participation rate | 98.0% | 76.1%+21.9pp | 82.3%+15.7pp | 68.3%+29.7pp |
| Annual return | 15.79% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,885 | $3,561+37.2% | $4,693+4.1% | $2,631+85.7% |
| Participant deferral / active EE | $10,512 | $6,636+58.4% | $7,997+31.4% | $4,212+149.6% |
| Admin fee / account holder | $27,843 | $8,568+225.0% | $13,435+107.2% | $7,344+279.1% |