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 | $239,442 | $102,317+134.0% | $146,958+62.9% | $80,856+196.1% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 14.78% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $8,906 | $3,713+139.9% | $4,933+80.5% | $2,755+223.3% |
| Participant deferral / active EE | $5,780 | $6,644-13.0% | $8,070-28.4% | $4,296+34.5% |
| Admin fee / account holder | $9,369 | $7,941+18.0% | $12,998-27.9% | $6,918+35.4% |