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 | $239,060 | $102,317+133.6% | $146,958+62.7% | $80,856+195.7% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 18.44% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $4,816 | $3,713+29.7% | $4,933-2.4% | $2,755+74.8% |
| Participant deferral / active EE | $8,857 | $6,644+33.3% | $8,070+9.8% | $4,296+106.2% |
| Admin fee / account holder | $1,075 | $7,941-86.5% | $12,998-91.7% | $6,918-84.5% |