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 | $202,311 | $102,317+97.7% | $146,958+37.7% | $80,856+150.2% |
| Participation rate | 85.6% | 75.8%+9.7pp | 82.2%+3.4pp | 67.6%+17.9pp |
| Annual return | 12.83% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $4,515 | $3,713+21.6% | $4,933-8.5% | $2,755+63.9% |
| Participant deferral / active EE | $7,429 | $6,644+11.8% | $8,070-7.9% | $4,296+72.9% |
| Admin fee / account holder | $5,139 | $7,941-35.3% | $12,998-60.5% | $6,918-25.7% |