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 | $235,654 | $102,317+130.3% | $146,958+60.4% | $80,856+191.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.07% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $5,822 | $3,713+56.8% | $4,933+18.0% | $2,755+111.3% |
| Participant deferral / active EE | $18,689 | $6,644+181.3% | $8,070+131.6% | $4,296+335.1% |
| Admin fee / account holder | $2,281 | $7,941-71.3% | $12,998-82.5% | $6,918-67.0% |