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 9-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 | $216,951 | $102,317+112.0% | $146,958+47.6% | $80,856+168.3% |
| Participation rate | 87.0% | 75.8%+11.1pp | 82.2%+4.8pp | 67.6%+19.3pp |
| Annual return | 37.81% | 134.76%-97.0pp | 418.34%-380.5pp | 35.59%+2.2pp |
| Employer contribution / active EE | $6,314 | $3,713+70.1% | $4,933+28.0% | $2,755+129.2% |
| Participant deferral / active EE | $10,754 | $6,644+61.9% | $8,070+33.3% | $4,296+150.3% |
| Admin fee / account holder | $29,247 | $7,941+268.3% | $12,998+125.0% | $6,918+322.8% |