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 5-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 | $201,115 | $83,902+139.7% | $167,512+20.1% | $84,808+137.1% |
| Participation rate | 84.6% | 66.5%+18.2pp | 77.1%+7.6pp | 68.3%+16.3pp |
| Annual return | 15.33% | 91.55%-76.2pp | 1615.79%-1600.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $8,497 | $2,264+275.3% | $3,882+118.9% | $2,631+222.9% |
| Participant deferral / active EE | $18,400 | $4,442+314.2% | $6,405+187.3% | $4,212+336.9% |
| Admin fee / account holder | $18,822 | $7,915+137.8% | $9,769+92.7% | $7,344+156.3% |