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 | $210,458 | $102,382+105.6% | $147,005+43.2% | $80,874+160.2% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.2%+9.1pp | 67.6%+23.7pp |
| Annual return | 12.13% | 134.89%-122.8pp | 418.76%-406.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $4,080 | $3,715+9.8% | $4,934-17.3% | $2,756+48.1% |
| Participant deferral / active EE | $14,912 | $6,646+124.4% | $8,070+84.8% | $4,297+247.0% |
| Admin fee / account holder | $37,493 | $7,942+372.1% | $13,006+188.3% | $6,935+440.6% |