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 | $236,420 | $105,181+124.8% | $159,436+48.3% | $85,850+175.4% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 13.49% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,939 | $3,318-11.4% | $4,829-39.1% | $2,565+14.6% |
| Participant deferral / active EE | $5,099 | $5,945-14.2% | $7,352-30.6% | $3,952+29.0% |
| Admin fee / account holder | $95,422 | $6,933+1276.3% | $10,799+783.7% | $6,260+1424.4% |