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 | $219,083 | $95,416+129.6% | $185,823+17.9% | $85,850+155.2% |
| Participation rate | 94.0% | 68.8%+25.2pp | 81.7%+12.3pp | 69.3%+24.7pp |
| Annual return | 13.34% | 23.59%-10.2pp | 122.05%-108.7pp | 318.53%-305.2pp |
| Employer contribution / active EE | $7,917 | $3,314+138.9% | $5,167+53.2% | $2,565+208.6% |
| Participant deferral / active EE | $4,881 | $3,423+42.6% | $5,568-12.3% | $3,952+23.5% |
| Admin fee / account holder | $20,673 | $7,213+186.6% | $16,237+27.3% | $6,260+230.2% |