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 | $191,951 | $102,317+87.6% | $146,958+30.6% | $80,856+137.4% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 22.84% | 134.76%-111.9pp | 418.34%-395.5pp | 35.59%-12.8pp |
| Employer contribution / active EE | $8,794 | $3,713+136.8% | $4,933+78.3% | $2,755+219.2% |
| Participant deferral / active EE | $8,492 | $6,644+27.8% | $8,070+5.2% | $4,296+97.7% |
| Admin fee / account holder | $56,576 | $7,941+612.4% | $12,998+335.3% | $6,918+717.8% |