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 | $218,872 | $102,317+113.9% | $146,958+48.9% | $80,856+170.7% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 13.71% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $6,907 | $3,713+86.0% | $4,933+40.0% | $2,755+150.7% |
| Participant deferral / active EE | $13,764 | $6,644+107.2% | $8,070+70.6% | $4,296+220.4% |
| Admin fee / account holder | $21,283 | $7,941+168.0% | $12,998+63.7% | $6,918+207.6% |