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 4-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 | $193,947 | $91,538+111.9% | $129,995+49.2% | $75,163+158.0% |
| Participation rate | 86.7% | 71.4%+15.2pp | 78.5%+8.2pp | 67.2%+19.5pp |
| Annual return | 21.27% | -631.11%+652.4pp | -137.18%+158.4pp | 160.62%-139.3pp |
| Employer contribution / active EE | $8,368 | $2,845+194.1% | $4,320+93.7% | $2,670+213.4% |
| Participant deferral / active EE | $9,997 | $4,341+130.3% | $5,820+71.8% | $4,125+142.3% |
| Admin fee / account holder | $11,905 | $6,790+75.3% | $10,614+12.2% | $5,651+110.7% |