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 | $213,787 | $83,902+154.8% | $167,512+27.6% | $84,808+152.1% |
| Participation rate | 93.0% | 66.5%+26.5pp | 77.1%+15.9pp | 68.3%+24.7pp |
| Annual return | 17.17% | 91.55%-74.4pp | 1615.79%-1598.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $6,151 | $2,264+171.7% | $3,882+58.5% | $2,631+133.8% |
| Participant deferral / active EE | $12,696 | $4,442+185.8% | $6,405+98.2% | $4,212+201.5% |
| Admin fee / account holder | $45,672 | $7,915+477.0% | $9,769+367.5% | $7,344+521.9% |