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 | $223,656 | $98,750+126.5% | $149,696+49.4% | $79,858+180.1% |
| Participation rate | 85.5% | 75.8%+9.7pp | 82.5%+3.0pp | 69.6%+15.9pp |
| Annual return | 18.40% | 27.43%-9.0pp | 276.60%-258.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $7,006 | $3,216+117.8% | $4,644+50.9% | $2,471+183.6% |
| Participant deferral / active EE | $7,556 | $5,680+33.0% | $6,842+10.4% | $3,740+102.0% |
| Admin fee / account holder | $17,415 | $6,053+187.7% | $9,309+87.1% | $5,306+228.2% |