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 | $219,926 | $77,899+182.3% | $149,673+46.9% | $75,163+192.6% |
| Participation rate | 96.9% | 65.6%+31.3pp | 78.8%+18.2pp | 67.2%+29.7pp |
| Annual return | 31.02% | 31.72%-0.7pp | 134.42%-103.4pp | 160.62%-129.6pp |
| Employer contribution / active EE | $7,729 | $3,137+146.4% | $4,818+60.4% | $2,670+189.5% |
| Participant deferral / active EE | $4,611 | $3,411+35.2% | $5,680-18.8% | $4,125+11.8% |
| Admin fee / account holder | $5,918 | $5,956-0.6% | $13,210-55.2% | $5,651+4.7% |