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 | $202,177 | $49,173+311.2% | $121,098+67.0% | $75,163+169.0% |
| Participation rate | 73.8% | 55.4%+18.5pp | 69.5%+4.4pp | 67.2%+6.7pp |
| Annual return | 18.33% | 55.99%-37.7pp | 985.75%-967.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,901 | $1,546+87.7% | $4,164-30.3% | $2,670+8.7% |
| Participant deferral / active EE | $7,838 | $2,628+198.3% | $4,080+92.1% | $4,125+90.0% |
| Admin fee / account holder | $7,224 | $3,942+83.3% | $5,644+28.0% | $5,651+27.8% |