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 | $153,746 | $77,813+97.6% | $123,544+24.4% | $64,186+139.5% |
| Participation rate | 98.7% | 74.7%+24.0pp | 82.3%+16.4pp | 69.6%+29.1pp |
| Annual return | -5.14% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $9,760 | $3,014+223.8% | $4,628+110.9% | $2,381+310.0% |
| Participant deferral / active EE | $12,664 | $5,240+141.7% | $6,426+97.1% | $3,470+265.0% |
| Admin fee / account holder | $16,487 | $5,519+198.8% | $9,284+77.6% | $4,888+237.3% |