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 | $194,684 | $102,382+90.2% | $147,005+32.4% | $80,874+140.7% |
| Participation rate | 88.7% | 75.8%+12.9pp | 82.2%+6.5pp | 67.6%+21.1pp |
| Annual return | 14.81% | 134.89%-120.1pp | 418.76%-404.0pp | 35.62%-20.8pp |
| Employer contribution / active EE | $5,981 | $3,715+61.0% | $4,934+21.2% | $2,756+117.0% |
| Participant deferral / active EE | $13,878 | $6,646+108.8% | $8,070+72.0% | $4,297+223.0% |
| Admin fee / account holder | $8,893 | $7,942+12.0% | $13,006-31.6% | $6,935+28.2% |