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 | $197,648 | $80,812+144.6% | $160,784+22.9% | $82,448+139.7% |
| Participation rate | 96.0% | 66.2%+29.8pp | 77.0%+19.0pp | 68.1%+27.9pp |
| Annual return | 13.36% | 100.59%-87.2pp | 1803.92%-1790.6pp | 41.64%-28.3pp |
| Employer contribution / active EE | $8,145 | $2,174+274.7% | $3,733+118.2% | $2,551+219.3% |
| Participant deferral / active EE | $6,067 | $4,335+40.0% | $6,293-3.6% | $4,139+46.6% |
| Admin fee / account holder | $12,603 | $7,695+63.8% | $9,717+29.7% | $7,234+74.2% |