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 | $231,929 | $89,355+159.6% | $141,162+64.3% | $72,985+217.8% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.5%+14.4pp | 69.5%+27.4pp |
| Annual return | 25.12% | 111.85%-86.7pp | 71.39%-46.3pp | 81.00%-55.9pp |
| Employer contribution / active EE | $10,354 | $3,114+232.5% | $4,735+118.7% | $2,440+324.4% |
| Participant deferral / active EE | $4,645 | $5,418-14.3% | $6,709-30.8% | $3,607+28.8% |
| Admin fee / account holder | $14,297 | $5,958+140.0% | $10,261+39.3% | $5,124+179.0% |