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 | $216,579 | $105,181+105.9% | $159,436+35.8% | $85,850+152.3% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.8%+15.3pp | 69.3%+28.8pp |
| Annual return | 19.89% | 45.07%-25.2pp | 263.57%-243.7pp | 318.53%-298.6pp |
| Employer contribution / active EE | $4,757 | $3,318+43.3% | $4,829-1.5% | $2,565+85.4% |
| Participant deferral / active EE | $6,867 | $5,945+15.5% | $7,352-6.6% | $3,952+73.8% |
| Admin fee / account holder | $33,257 | $6,933+379.7% | $10,799+208.0% | $6,260+431.3% |