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 | $238,573 | $102,317+133.2% | $146,958+62.3% | $80,856+195.1% |
| Participation rate | 99.0% | 75.8%+23.1pp | 82.2%+16.8pp | 67.6%+31.3pp |
| Annual return | 13.81% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $8,545 | $3,713+130.1% | $4,933+73.2% | $2,755+210.2% |
| Participant deferral / active EE | $9,955 | $6,644+49.8% | $8,070+23.4% | $4,296+131.8% |
| Admin fee / account holder | $31,671 | $7,941+298.8% | $12,998+143.7% | $6,918+357.8% |