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 | $199,428 | $102,317+94.9% | $146,958+35.7% | $80,856+146.6% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 14.74% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,465 | $3,713-33.6% | $4,933-50.0% | $2,755-10.5% |
| Participant deferral / active EE | $5,969 | $6,644-10.2% | $8,070-26.0% | $4,296+39.0% |
| Admin fee / account holder | $3,871 | $7,941-51.3% | $12,998-70.2% | $6,918-44.0% |