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 | $195,054 | $102,317+90.6% | $146,958+32.7% | $80,856+141.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 14.40% | 134.76%-120.4pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,775 | $3,713-52.2% | $4,933-64.0% | $2,755-35.6% |
| Participant deferral / active EE | $14,152 | $6,644+113.0% | $8,070+75.4% | $4,296+229.4% |
| Admin fee / account holder | $30,918 | $7,941+289.3% | $12,998+137.9% | $6,918+346.9% |