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 | $189,420 | $98,750+91.8% | $149,696+26.5% | $79,858+137.2% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.7pp |
| Annual return | 38.11% | 27.43%+10.7pp | 276.60%-238.5pp | 31.71%+6.4pp |
| Employer contribution / active EE | $906 | $3,216-71.8% | $4,644-80.5% | $2,471-63.3% |
| Participant deferral / active EE | $11,483 | $5,680+102.2% | $6,842+67.8% | $3,740+207.0% |
| Admin fee / account holder | $21,047 | $6,053+247.7% | $9,309+126.1% | $5,306+296.6% |