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 | $206,026 | $98,750+108.6% | $149,696+37.6% | $79,858+158.0% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.5%+13.6pp | 69.6%+26.4pp |
| Annual return | 13.72% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $5,298 | $3,216+64.7% | $4,644+14.1% | $2,471+114.4% |
| Participant deferral / active EE | $7,239 | $5,680+27.5% | $6,842+5.8% | $3,740+93.6% |
| Admin fee / account holder | $16,884 | $6,053+179.0% | $9,309+81.4% | $5,306+218.2% |