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 | $208,086 | $80,812+157.5% | $160,784+29.4% | $82,448+152.4% |
| Participation rate | 75.0% | 66.2%+8.8pp | 77.0%-2.0pp | 68.1%+6.9pp |
| Annual return | 15.71% | 100.59%-84.9pp | 1803.92%-1788.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,819 | $2,174+75.7% | $3,733+2.3% | $2,551+49.7% |
| Participant deferral / active EE | $12,714 | $4,335+193.3% | $6,293+102.0% | $4,139+207.2% |
| Admin fee / account holder | $38,651 | $7,695+402.3% | $9,717+297.8% | $7,234+434.3% |