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 | $186,559 | $102,317+82.3% | $146,958+26.9% | $80,856+130.7% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 26.31% | 134.76%-108.5pp | 418.34%-392.0pp | 35.59%-9.3pp |
| Employer contribution / active EE | $2,939 | $3,713-20.8% | $4,933-40.4% | $2,755+6.7% |
| Participant deferral / active EE | $9,418 | $6,644+41.8% | $8,070+16.7% | $4,296+119.2% |
| Admin fee / account holder | $27,290 | $7,941+243.6% | $12,998+110.0% | $6,918+294.5% |