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 | $215,228 | $102,317+110.4% | $146,958+46.5% | $80,856+166.2% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 15.76% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $5,122 | $3,713+38.0% | $4,933+3.8% | $2,755+85.9% |
| Participant deferral / active EE | $11,956 | $6,644+80.0% | $8,070+48.2% | $4,296+178.3% |
| Admin fee / account holder | $29,168 | $7,941+267.3% | $12,998+124.4% | $6,918+321.6% |