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 7-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 | $212,229 | $102,317+107.4% | $146,958+44.4% | $80,856+162.5% |
| Participation rate | 96.7% | 75.8%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 14.12% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $5,735 | $3,713+54.4% | $4,933+16.3% | $2,755+108.2% |
| Participant deferral / active EE | $13,482 | $6,644+102.9% | $8,070+67.1% | $4,296+213.8% |
| Admin fee / account holder | $2,595 | $7,941-67.3% | $12,998-80.0% | $6,918-62.5% |