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 | $202,556 | $102,382+97.8% | $147,005+37.8% | $80,874+150.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.29% | 134.89%-118.6pp | 418.76%-402.5pp | 35.62%-19.3pp |
| Employer contribution / active EE | $1,418 | $3,715-61.8% | $4,934-71.3% | $2,756-48.5% |
| Participant deferral / active EE | $9,370 | $6,646+41.0% | $8,070+16.1% | $4,297+118.1% |
| Admin fee / account holder | $23,280 | $7,942+193.1% | $13,006+79.0% | $6,935+235.7% |