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 | $167,100 | $102,382+63.2% | $147,005+13.7% | $80,874+106.6% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.2%+12.6pp | 67.6%+27.1pp |
| Annual return | 14.71% | 134.89%-120.2pp | 418.76%-404.1pp | 35.62%-20.9pp |
| Employer contribution / active EE | $6,265 | $3,715+68.7% | $4,934+27.0% | $2,756+127.4% |
| Participant deferral / active EE | $11,788 | $6,646+77.4% | $8,070+46.1% | $4,297+174.3% |
| Admin fee / account holder | $9,273 | $7,942+16.8% | $13,006-28.7% | $6,935+33.7% |