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 | $235,441 | $102,317+130.1% | $146,958+60.2% | $80,856+191.2% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.2%+8.0pp | 67.6%+22.6pp |
| Annual return | 14.45% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,977 | $3,713+7.1% | $4,933-19.4% | $2,755+44.4% |
| Participant deferral / active EE | $9,446 | $6,644+42.2% | $8,070+17.0% | $4,296+119.9% |
| Admin fee / account holder | $16,798 | $7,941+111.5% | $12,998+29.2% | $6,918+142.8% |