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 | $188,224 | $77,899+141.6% | $149,673+25.8% | $75,163+150.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.98% | 31.72%-17.7pp | 134.42%-120.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $5,670 | $3,137+80.7% | $4,818+17.7% | $2,670+112.4% |
| Participant deferral / active EE | $7,026 | $3,411+106.0% | $5,680+23.7% | $4,125+70.3% |
| Admin fee / account holder | $28,561 | $5,956+379.5% | $13,210+116.2% | $5,651+405.4% |