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 | $206,556 | $102,317+101.9% | $146,958+40.6% | $80,856+155.5% |
| Participation rate | 86.3% | 75.8%+10.4pp | 82.2%+4.1pp | 67.6%+18.6pp |
| Annual return | 15.96% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $5,563 | $3,713+49.8% | $4,933+12.8% | $2,755+101.9% |
| Participant deferral / active EE | $9,076 | $6,644+36.6% | $8,070+12.5% | $4,296+111.3% |
| Admin fee / account holder | $1,844 | $7,941-76.8% | $12,998-85.8% | $6,918-73.3% |