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 | $210,032 | $102,317+105.3% | $146,958+42.9% | $80,856+159.8% |
| Participation rate | 89.1% | 75.8%+13.2pp | 82.2%+6.9pp | 67.6%+21.4pp |
| Annual return | 15.30% | 134.76%-119.5pp | 418.34%-403.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $7,243 | $3,713+95.1% | $4,933+46.8% | $2,755+162.9% |
| Participant deferral / active EE | $12,959 | $6,644+95.1% | $8,070+60.6% | $4,296+201.7% |
| Admin fee / account holder | $12,787 | $7,941+61.0% | $12,998-1.6% | $6,918+84.8% |