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 | $183,960 | $102,317+79.8% | $146,958+25.2% | $80,856+127.5% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.2%+2.3pp | 67.6%+16.8pp |
| Annual return | 13.60% | 134.76%-121.2pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $6,169 | $3,713+66.1% | $4,933+25.0% | $2,755+123.9% |
| Participant deferral / active EE | $10,970 | $6,644+65.1% | $8,070+35.9% | $4,296+155.4% |
| Admin fee / account holder | $12,314 | $7,941+55.1% | $12,998-5.3% | $6,918+78.0% |