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 | $176,808 | $102,317+72.8% | $146,958+20.3% | $80,856+118.7% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | 12.20% | 134.76%-122.6pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $7,781 | $3,713+109.6% | $4,933+57.7% | $2,755+182.5% |
| Participant deferral / active EE | $5,686 | $6,644-14.4% | $8,070-29.5% | $4,296+32.4% |
| Admin fee / account holder | $2,258 | $7,941-71.6% | $12,998-82.6% | $6,918-67.4% |