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 | $214,599 | $98,750+117.3% | $149,696+43.4% | $79,858+168.7% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.7pp |
| Annual return | 18.12% | 27.43%-9.3pp | 276.60%-258.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $4,345 | $3,216+35.1% | $4,644-6.5% | $2,471+75.8% |
| Participant deferral / active EE | $7,364 | $5,680+29.6% | $6,842+7.6% | $3,740+96.9% |
| Admin fee / account holder | $54,827 | $6,053+805.8% | $9,309+489.0% | $5,306+933.2% |