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 | $198,125 | $102,317+93.6% | $146,958+34.8% | $80,856+145.0% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 13.06% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $4,712 | $3,713+26.9% | $4,933-4.5% | $2,755+71.0% |
| Participant deferral / active EE | $9,745 | $6,644+46.7% | $8,070+20.8% | $4,296+126.9% |
| Admin fee / account holder | $4,365 | $7,941-45.0% | $12,998-66.4% | $6,918-36.9% |