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 | $196,988 | $95,416+106.5% | $185,823+6.0% | $85,850+129.5% |
| Participation rate | 98.3% | 68.8%+29.5pp | 81.7%+16.6pp | 69.3%+29.0pp |
| Annual return | 12.74% | 23.59%-10.8pp | 122.05%-109.3pp | 318.53%-305.8pp |
| Employer contribution / active EE | $7,449 | $3,314+124.8% | $5,167+44.2% | $2,565+190.4% |
| Participant deferral / active EE | $5,308 | $3,423+55.0% | $5,568-4.7% | $3,952+34.3% |
| Admin fee / account holder | $8,208 | $7,213+13.8% | $16,237-49.4% | $6,260+31.1% |