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 | $224,318 | $89,355+151.0% | $141,162+58.9% | $72,985+207.3% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 63.70% | 111.85%-48.2pp | 71.39%-7.7pp | 81.00%-17.3pp |
| Employer contribution / active EE | $8,123 | $3,114+160.8% | $4,735+71.6% | $2,440+232.9% |
| Participant deferral / active EE | $7,370 | $5,418+36.0% | $6,709+9.9% | $3,607+104.3% |
| Admin fee / account holder | $58,498 | $5,958+881.8% | $10,261+470.1% | $5,124+1041.6% |