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 | $231,281 | $109,817+110.6% | $98,442+134.9% | $167,490+38.1% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 13.86% | 1956.69%-1942.8pp | 1492.73%-1478.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $9,153 | $3,224+183.9% | $2,960+209.2% | $4,837+89.2% |
| Participant deferral / active EE | $11,730 | $4,673+151.0% | $4,276+174.3% | $6,341+85.0% |
| Admin fee / account holder | $67,143 | $6,753+894.3% | $5,949+1028.6% | $12,309+445.5% |