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 | $201,638 | $102,317+97.1% | $146,958+37.2% | $80,856+149.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.92% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $6,742 | $3,713+81.6% | $4,933+36.7% | $2,755+144.7% |
| Participant deferral / active EE | $11,657 | $6,644+75.5% | $8,070+44.5% | $4,296+171.4% |
| Admin fee / account holder | $12,237 | $7,941+54.1% | $12,998-5.9% | $6,918+76.9% |