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 | $208,264 | $102,317+103.5% | $146,958+41.7% | $80,856+157.6% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.2%+11.8pp | 67.6%+26.4pp |
| Annual return | 12.83% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $7,820 | $3,713+110.6% | $4,933+58.5% | $2,755+183.9% |
| Participant deferral / active EE | $11,872 | $6,644+78.7% | $8,070+47.1% | $4,296+176.4% |
| Admin fee / account holder | $5,141 | $7,941-35.3% | $12,998-60.4% | $6,918-25.7% |