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 | $192,921 | $102,317+88.6% | $146,958+31.3% | $80,856+138.6% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 12.42% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,427 | $3,713-34.6% | $4,933-50.8% | $2,755-11.9% |
| Participant deferral / active EE | $8,019 | $6,644+20.7% | $8,070-0.6% | $4,296+86.7% |
| Admin fee / account holder | $17,439 | $7,941+119.6% | $12,998+34.2% | $6,918+152.1% |