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 | $234,332 | $102,317+129.0% | $146,958+59.5% | $80,856+189.8% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 13.69% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $6,346 | $3,713+70.9% | $4,933+28.6% | $2,755+130.4% |
| Participant deferral / active EE | $14,591 | $6,644+119.6% | $8,070+80.8% | $4,296+239.7% |
| Admin fee / account holder | $20,312 | $7,941+155.8% | $12,998+56.3% | $6,918+193.6% |