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 | $201,093 | $89,355+125.1% | $141,162+42.5% | $72,985+175.5% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 62.85% | 111.85%-49.0pp | 71.39%-8.5pp | 81.00%-18.2pp |
| Employer contribution / active EE | $16,583 | $3,114+432.4% | $4,735+250.2% | $2,440+579.7% |
| Participant deferral / active EE | $15,439 | $5,418+185.0% | $6,709+130.1% | $3,607+328.0% |
| Admin fee / account holder | $28,846 | $5,958+384.1% | $10,261+181.1% | $5,124+462.9% |