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 | $243,646 | $83,902+190.4% | $167,512+45.4% | $84,808+187.3% |
| Participation rate | 96.7% | 66.5%+30.2pp | 77.1%+19.6pp | 68.3%+28.4pp |
| Annual return | 15.79% | 91.55%-75.8pp | 1615.79%-1600.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $5,413 | $2,264+139.1% | $3,882+39.5% | $2,631+105.8% |
| Participant deferral / active EE | $11,838 | $4,442+166.5% | $6,405+84.8% | $4,212+181.1% |
| Admin fee / account holder | $32,204 | $7,915+306.9% | $9,769+229.7% | $7,344+338.5% |