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 | $162,558 | $102,317+58.9% | $146,958+10.6% | $80,856+101.0% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 13.42% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $7,176 | $3,713+93.3% | $4,933+45.5% | $2,755+160.5% |
| Participant deferral / active EE | $8,440 | $6,644+27.0% | $8,070+4.6% | $4,296+96.5% |
| Admin fee / account holder | $30,209 | $7,941+280.4% | $12,998+132.4% | $6,918+336.7% |