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 | $219,667 | $102,317+114.7% | $146,958+49.5% | $80,856+171.7% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.2%+8.2pp | 67.6%+22.7pp |
| Annual return | 17.60% | 134.76%-117.2pp | 418.34%-400.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $9,033 | $3,713+143.3% | $4,933+83.1% | $2,755+227.9% |
| Participant deferral / active EE | $13,690 | $6,644+106.1% | $8,070+69.6% | $4,296+218.7% |
| Admin fee / account holder | $43,026 | $7,941+441.8% | $12,998+231.0% | $6,918+521.9% |