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 | $204,225 | $102,317+99.6% | $146,958+39.0% | $80,856+152.6% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.2%+8.6pp | 67.6%+23.1pp |
| Annual return | 16.54% | 134.76%-118.2pp | 418.34%-401.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,842 | $3,713-23.5% | $4,933-42.4% | $2,755+3.2% |
| Participant deferral / active EE | $13,225 | $6,644+99.1% | $8,070+63.9% | $4,296+207.9% |
| Admin fee / account holder | $13,293 | $7,941+67.4% | $12,998+2.3% | $6,918+92.1% |