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 | $206,697 | $99,985+106.7% | $146,665+40.9% | $85,850+140.8% |
| Participation rate | 96.3% | 73.1%+23.2pp | 80.1%+16.2pp | 69.3%+27.0pp |
| Annual return | 15.74% | 18.93%-3.2pp | 22.74%-7.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $4,603 | $2,559+79.9% | $4,136+11.3% | $2,565+79.5% |
| Participant deferral / active EE | $11,802 | $4,006+194.6% | $5,506+114.3% | $3,952+198.6% |
| Admin fee / account holder | $27,700 | $7,702+259.6% | $10,280+169.5% | $6,260+342.5% |