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 | $192,305 | $102,317+88.0% | $146,958+30.9% | $80,856+137.8% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 15.22% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $8,409 | $3,713+126.5% | $4,933+70.5% | $2,755+205.2% |
| Participant deferral / active EE | $12,220 | $6,644+83.9% | $8,070+51.4% | $4,296+184.5% |
| Admin fee / account holder | $14,285 | $7,941+79.9% | $12,998+9.9% | $6,918+106.5% |