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 | $230,973 | $102,317+125.7% | $146,958+57.2% | $80,856+185.7% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.2%+9.1pp | 67.6%+23.6pp |
| Annual return | 13.07% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $13,965 | $3,713+276.1% | $4,933+183.1% | $2,755+406.9% |
| Participant deferral / active EE | $9,003 | $6,644+35.5% | $8,070+11.6% | $4,296+109.6% |
| Admin fee / account holder | $43,180 | $7,941+443.7% | $12,998+232.2% | $6,918+524.2% |