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 | $245,621 | $102,317+140.1% | $146,958+67.1% | $80,856+203.8% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 21.26% | 134.76%-113.5pp | 418.34%-397.1pp | 35.59%-14.3pp |
| Employer contribution / active EE | $9,935 | $3,713+167.6% | $4,933+101.4% | $2,755+260.6% |
| Participant deferral / active EE | $13,631 | $6,644+105.2% | $8,070+68.9% | $4,296+217.3% |
| Admin fee / account holder | $1,605 | $7,941-79.8% | $12,998-87.7% | $6,918-76.8% |