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 | $192,253 | $102,317+87.9% | $146,958+30.8% | $80,856+137.8% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.2%+7.6pp | 67.6%+22.2pp |
| Annual return | 14.17% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,071 | $3,713-17.3% | $4,933-37.7% | $2,755+11.5% |
| Participant deferral / active EE | $8,215 | $6,644+23.7% | $8,070+1.8% | $4,296+91.2% |
| Admin fee / account holder | $24,505 | $7,941+208.6% | $12,998+88.5% | $6,918+254.2% |