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 | $127,864 | $63,346+101.9% | $92,233+38.6% | $70,131+82.3% |
| Participation rate | 86.7% | 68.7%+18.0pp | 76.5%+10.2pp | 69.5%+17.1pp |
| Annual return | 16.67% | 530.12%-513.4pp | 176.28%-159.6pp | 73.14%-56.5pp |
| Employer contribution / active EE | $11,294 | $2,471+357.1% | $3,679+207.0% | $2,342+382.2% |
| Participant deferral / active EE | $2,288 | $2,854-19.8% | $3,897-41.3% | $3,332-31.3% |
| Admin fee / account holder | $19,956 | $3,840+419.7% | $5,194+284.2% | $4,645+329.6% |