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 3-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 | $197,738 | $102,317+93.3% | $146,958+34.6% | $80,856+144.6% |
| Participation rate | 84.8% | 75.8%+8.9pp | 82.2%+2.6pp | 67.6%+17.1pp |
| Annual return | 16.42% | 134.76%-118.3pp | 418.34%-401.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $5,549 | $3,713+49.4% | $4,933+12.5% | $2,755+101.4% |
| Participant deferral / active EE | $12,027 | $6,644+81.0% | $8,070+49.0% | $4,296+180.0% |
| Admin fee / account holder | $86,730 | $7,941+992.1% | $12,998+567.2% | $6,918+1153.7% |