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 | $192,666 | $102,317+88.3% | $146,958+31.1% | $80,856+138.3% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.2%+4.3pp | 67.6%+18.8pp |
| Annual return | 12.74% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,728 | $3,713-53.5% | $4,933-65.0% | $2,755-37.3% |
| Participant deferral / active EE | $12,211 | $6,644+83.8% | $8,070+51.3% | $4,296+184.3% |
| Admin fee / account holder | $17,928 | $7,941+125.8% | $12,998+37.9% | $6,918+159.2% |