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 | $197,131 | $102,317+92.7% | $146,958+34.1% | $80,856+143.8% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 12.07% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,837 | $3,713+3.3% | $4,933-22.2% | $2,755+39.3% |
| Participant deferral / active EE | $10,231 | $6,644+54.0% | $8,070+26.8% | $4,296+138.2% |
| Admin fee / account holder | $23,545 | $7,941+196.5% | $12,998+81.1% | $6,918+240.3% |