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 | $237,698 | $102,317+132.3% | $146,958+61.7% | $80,856+194.0% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.2%+13.0pp | 67.6%+27.5pp |
| Annual return | 12.76% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $5,426 | $3,713+46.1% | $4,933+10.0% | $2,755+97.0% |
| Participant deferral / active EE | $9,204 | $6,644+38.5% | $8,070+14.1% | $4,296+114.3% |
| Admin fee / account holder | $3,539 | $7,941-55.4% | $12,998-72.8% | $6,918-48.8% |