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 3-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 | $188,058 | $112,096+67.8% | $95,952+96.0% | $158,922+18.3% |
| Participation rate | 92.9% | 79.0%+13.9pp | 77.1%+15.8pp | 82.0%+10.9pp |
| Annual return | 10.91% | 171.09%-160.2pp | 91.61%-80.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $12,530 | $3,198+291.8% | $2,541+393.1% | $4,761+163.2% |
| Participant deferral / active EE | $8,434 | $4,784+76.3% | $4,167+102.4% | $5,982+41.0% |
| Admin fee / account holder | $111,716 | $10,130+1002.8% | $6,795+1544.0% | $11,246+893.4% |