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 | $163,861 | $105,181+55.8% | $159,436+2.8% | $85,850+90.9% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 13.81% | 45.07%-31.3pp | 263.57%-249.8pp | 318.53%-304.7pp |
| Employer contribution / active EE | $5,214 | $3,318+57.1% | $4,829+8.0% | $2,565+103.3% |
| Participant deferral / active EE | $17,629 | $5,945+196.5% | $7,352+139.8% | $3,952+346.1% |
| Admin fee / account holder | $23,092 | $6,933+233.1% | $10,799+113.8% | $6,260+268.9% |