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 | $224,626 | $102,317+119.5% | $146,958+52.9% | $80,856+177.8% |
| Participation rate | 98.0% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 12.58% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $8,905 | $3,713+139.8% | $4,933+80.5% | $2,755+223.3% |
| Participant deferral / active EE | $9,624 | $6,644+44.9% | $8,070+19.3% | $4,296+124.0% |
| Admin fee / account holder | $15,944 | $7,941+100.8% | $12,998+22.7% | $6,918+130.5% |