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 | $190,225 | $102,317+85.9% | $146,958+29.4% | $80,856+135.3% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.2%+11.6pp | 67.6%+26.1pp |
| Annual return | 15.26% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $5,876 | $3,713+58.2% | $4,933+19.1% | $2,755+113.3% |
| Participant deferral / active EE | $13,283 | $6,644+99.9% | $8,070+64.6% | $4,296+209.2% |
| Admin fee / account holder | $3,545 | $7,941-55.4% | $12,998-72.7% | $6,918-48.8% |