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 | $207,000 | $102,382+102.2% | $147,005+40.8% | $80,874+156.0% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.2%+12.0pp | 67.6%+26.6pp |
| Annual return | 13.97% | 134.89%-120.9pp | 418.76%-404.8pp | 35.62%-21.6pp |
| Employer contribution / active EE | $7,988 | $3,715+115.0% | $4,934+61.9% | $2,756+189.9% |
| Participant deferral / active EE | $12,612 | $6,646+89.8% | $8,070+56.3% | $4,297+193.5% |
| Admin fee / account holder | $28,830 | $7,942+263.0% | $13,006+121.7% | $6,935+315.7% |