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 | $215,770 | $49,173+338.8% | $121,098+78.2% | $75,163+187.1% |
| Participation rate | 96.3% | 55.4%+40.9pp | 69.5%+26.8pp | 67.2%+29.1pp |
| Annual return | 18.58% | 55.99%-37.4pp | 985.75%-967.2pp | 160.62%-142.0pp |
| Employer contribution / active EE | $5,364 | $1,546+247.1% | $4,164+28.8% | $2,670+100.9% |
| Participant deferral / active EE | $14,793 | $2,628+463.0% | $4,080+262.6% | $4,125+258.6% |
| Admin fee / account holder | $1,367 | $3,942-65.3% | $5,644-75.8% | $5,651-75.8% |