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 5-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 | $144,772 | $102,317+41.5% | $146,958-1.5% | $80,856+79.0% |
| Participation rate | 97.5% | 75.8%+21.6pp | 82.2%+15.3pp | 67.6%+29.8pp |
| Annual return | 15.23% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $5,938 | $3,713+59.9% | $4,933+20.4% | $2,755+115.5% |
| Participant deferral / active EE | $15,117 | $6,644+127.5% | $8,070+87.3% | $4,296+251.9% |
| Admin fee / account holder | $28,445 | $7,941+258.2% | $12,998+118.8% | $6,918+311.2% |