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 | $219,840 | $101,724+116.1% | $164,813+33.4% | $80,856+171.9% |
| Participation rate | 87.5% | 71.8%+15.7pp | 78.6%+8.9pp | 67.6%+19.9pp |
| Annual return | 17.25% | 16.72%+0.5pp | 69.93%-52.7pp | 35.59%-18.3pp |
| Employer contribution / active EE | $10,799 | $2,953+265.6% | $4,341+148.8% | $2,755+292.0% |
| Participant deferral / active EE | $7,057 | $4,477+57.6% | $6,031+17.0% | $4,296+64.3% |
| Admin fee / account holder | $31,951 | $8,227+288.4% | $12,690+151.8% | $6,918+361.9% |