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 | $240,141 | $65,409+267.1% | $98,442+143.9% | $85,850+179.7% |
| Participation rate | 94.2% | 65.0%+29.2pp | 73.3%+20.9pp | 69.3%+24.9pp |
| Annual return | 13.64% | 21.76%-8.1pp | 1492.73%-1479.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $3,594 | $2,168+65.8% | $2,960+21.4% | $2,565+40.1% |
| Participant deferral / active EE | $10,245 | $3,166+223.6% | $4,276+139.6% | $3,952+159.3% |
| Admin fee / account holder | $9,464 | $4,593+106.1% | $5,949+59.1% | $6,260+51.2% |