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 | $200,721 | $77,634+158.5% | $156,549+28.2% | $62,891+219.2% |
| Participation rate | 91.2% | 71.2%+20.0pp | 84.0%+7.2pp | 69.3%+21.9pp |
| Annual return | 8.49% | 50.32%-41.8pp | 32.23%-23.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $8,194 | $3,444+137.9% | $5,501+49.0% | $2,281+259.3% |
| Participant deferral / active EE | $5,497 | $3,045+80.5% | $4,871+12.8% | $3,203+71.6% |
| Admin fee / account holder | $29,087 | $5,561+423.0% | $13,027+123.3% | $4,296+577.1% |