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 | $184,391 | $102,317+80.2% | $146,958+25.5% | $80,856+128.0% |
| Participation rate | 97.1% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 12.45% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,131 | $3,713-15.7% | $4,933-36.5% | $2,755+13.7% |
| Participant deferral / active EE | $11,979 | $6,644+80.3% | $8,070+48.4% | $4,296+178.9% |
| Admin fee / account holder | $10,429 | $7,941+31.3% | $12,998-19.8% | $6,918+50.8% |