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 | $193,016 | $102,317+88.6% | $146,958+31.3% | $80,856+138.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.56% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $4,895 | $3,713+31.8% | $4,933-0.8% | $2,755+77.7% |
| Participant deferral / active EE | $16,565 | $6,644+149.3% | $8,070+105.3% | $4,296+285.6% |
| Admin fee / account holder | $21,563 | $7,941+171.5% | $12,998+65.9% | $6,918+211.7% |