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 | $248,343 | $102,317+142.7% | $146,958+69.0% | $80,856+207.1% |
| Participation rate | 76.4% | 75.8%+0.5pp | 82.2%-5.8pp | 67.6%+8.7pp |
| Annual return | 15.20% | 134.76%-119.6pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $8,674 | $3,713+133.6% | $4,933+75.8% | $2,755+214.9% |
| Participant deferral / active EE | $15,905 | $6,644+139.4% | $8,070+97.1% | $4,296+270.3% |
| Admin fee / account holder | $1,049 | $7,941-86.8% | $12,998-91.9% | $6,918-84.8% |