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 | $163,937 | $81,208+101.9% | $98,907+65.7% | $79,858+105.3% |
| Participation rate | 98.6% | 72.5%+26.1pp | 76.0%+22.6pp | 69.6%+29.0pp |
| Annual return | 10.90% | 60.99%-50.1pp | 196.43%-185.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $6,375 | $1,960+225.3% | $2,689+137.1% | $2,471+158.0% |
| Participant deferral / active EE | $8,324 | $3,265+155.0% | $4,244+96.1% | $3,740+122.6% |
| Admin fee / account holder | $13,794 | $6,013+129.4% | $6,642+107.7% | $5,306+160.0% |