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 | $204,464 | $93,571+118.5% | $135,903+50.4% | $75,163+172.0% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 16.41% | 30.90%-14.5pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $9,417 | $3,537+166.3% | $4,856+93.9% | $2,670+252.7% |
| Participant deferral / active EE | $13,630 | $6,404+112.8% | $7,758+75.7% | $4,125+230.4% |
| Admin fee / account holder | $13,708 | $6,975+96.5% | $10,762+27.4% | $5,651+142.6% |