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 | $213,026 | $91,538+132.7% | $129,995+63.9% | $75,163+183.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.98% | -631.11%+647.1pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $6,025 | $2,845+111.7% | $4,320+39.5% | $2,670+125.7% |
| Participant deferral / active EE | $14,546 | $4,341+235.1% | $5,820+149.9% | $4,125+252.6% |
| Admin fee / account holder | $35,950 | $6,790+429.4% | $10,614+238.7% | $5,651+536.2% |