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 | $228,421 | $102,317+123.2% | $146,958+55.4% | $80,856+182.5% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.2%+13.2pp | 67.6%+27.7pp |
| Annual return | 19.39% | 134.76%-115.4pp | 418.34%-398.9pp | 35.59%-16.2pp |
| Employer contribution / active EE | $6,250 | $3,713+68.3% | $4,933+26.7% | $2,755+126.9% |
| Participant deferral / active EE | $11,314 | $6,644+70.3% | $8,070+40.2% | $4,296+163.4% |
| Admin fee / account holder | $6,427 | $7,941-19.1% | $12,998-50.6% | $6,918-7.1% |