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 | $238,462 | $102,317+133.1% | $146,958+62.3% | $80,856+194.9% |
| Participation rate | 93.0% | 75.8%+17.1pp | 82.2%+10.8pp | 67.6%+25.3pp |
| Annual return | 15.34% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $5,557 | $3,713+49.7% | $4,933+12.7% | $2,755+101.7% |
| Participant deferral / active EE | $12,850 | $6,644+93.4% | $8,070+59.2% | $4,296+199.1% |
| Admin fee / account holder | $977 | $7,941-87.7% | $12,998-92.5% | $6,918-85.9% |