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 8-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 | $111,031 | $49,922+122.4% | $80,569+37.8% | $75,163+47.7% |
| Participation rate | 87.1% | 55.3%+31.8pp | 67.0%+20.1pp | 67.2%+19.9pp |
| Annual return | 18.15% | 34.69%-16.5pp | 935.43%-917.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $5,116 | $1,698+201.3% | $2,723+87.9% | $2,670+91.6% |
| Participant deferral / active EE | $7,638 | $2,990+155.4% | $4,447+71.7% | $4,125+85.2% |
| Admin fee / account holder | $9,862 | $3,577+175.7% | $5,377+83.4% | $5,651+74.5% |