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 | $204,062 | $102,317+99.4% | $146,958+38.9% | $80,856+152.4% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 17.55% | 134.76%-117.2pp | 418.34%-400.8pp | 35.59%-18.0pp |
| Employer contribution / active EE | $6,357 | $3,713+71.2% | $4,933+28.9% | $2,755+130.7% |
| Participant deferral / active EE | $15,377 | $6,644+131.5% | $8,070+90.5% | $4,296+258.0% |
| Admin fee / account holder | $11,912 | $7,941+50.0% | $12,998-8.4% | $6,918+72.2% |