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 | $248,535 | $102,317+142.9% | $146,958+69.1% | $80,856+207.4% |
| Participation rate | 91.7% | 75.8%+15.8pp | 82.2%+9.5pp | 67.6%+24.0pp |
| Annual return | 15.86% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $5,442 | $3,713+46.6% | $4,933+10.3% | $2,755+97.5% |
| Participant deferral / active EE | $9,746 | $6,644+46.7% | $8,070+20.8% | $4,296+126.9% |
| Admin fee / account holder | $2,626 | $7,941-66.9% | $12,998-79.8% | $6,918-62.0% |