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 | $163,055 | $102,317+59.4% | $146,958+11.0% | $80,856+101.7% |
| Participation rate | 95.5% | 75.8%+19.6pp | 82.2%+13.3pp | 67.6%+27.8pp |
| Annual return | 18.09% | 134.76%-116.7pp | 418.34%-400.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $9,416 | $3,713+153.6% | $4,933+90.9% | $2,755+241.8% |
| Participant deferral / active EE | $8,844 | $6,644+33.1% | $8,070+9.6% | $4,296+105.9% |
| Admin fee / account holder | $38,557 | $7,941+385.5% | $12,998+196.6% | $6,918+457.3% |