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 | $229,032 | $102,317+123.8% | $146,958+55.8% | $80,856+183.3% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.2%+16.0pp | 67.6%+30.5pp |
| Annual return | 16.17% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $9,848 | $3,713+165.2% | $4,933+99.6% | $2,755+257.5% |
| Participant deferral / active EE | $10,533 | $6,644+58.5% | $8,070+30.5% | $4,296+145.2% |
| Admin fee / account holder | $22,008 | $7,941+177.1% | $12,998+69.3% | $6,918+218.1% |