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 | $194,592 | $102,382+90.1% | $147,005+32.4% | $80,874+140.6% |
| Participation rate | 95.5% | 75.8%+19.6pp | 82.2%+13.3pp | 67.6%+27.8pp |
| Annual return | 14.35% | 134.89%-120.5pp | 418.76%-404.4pp | 35.62%-21.3pp |
| Employer contribution / active EE | $8,829 | $3,715+137.7% | $4,934+78.9% | $2,756+220.4% |
| Participant deferral / active EE | $8,359 | $6,646+25.8% | $8,070+3.6% | $4,297+94.5% |
| Admin fee / account holder | $2,879 | $7,942-63.7% | $13,006-77.9% | $6,935-58.5% |