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 | $208,450 | $77,813+167.9% | $123,544+68.7% | $64,186+224.8% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.3pp | 69.6%+23.0pp |
| Annual return | -4.11% | 12.48%-16.6pp | 119.20%-123.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $6,036 | $3,014+100.3% | $4,628+30.4% | $2,381+153.5% |
| Participant deferral / active EE | $12,055 | $5,240+130.1% | $6,426+87.6% | $3,470+247.4% |
| Admin fee / account holder | $12,038 | $5,519+118.1% | $9,284+29.7% | $4,888+146.3% |