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 | $191,013 | $102,317+86.7% | $146,958+30.0% | $80,856+136.2% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 17.23% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $4,766 | $3,713+28.3% | $4,933-3.4% | $2,755+73.0% |
| Participant deferral / active EE | $11,556 | $6,644+73.9% | $8,070+43.2% | $4,296+169.0% |
| Admin fee / account holder | $10,247 | $7,941+29.0% | $12,998-21.2% | $6,918+48.1% |