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 | $191,181 | $102,317+86.9% | $146,958+30.1% | $80,856+136.4% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 15.88% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,924 | $3,713-21.3% | $4,933-40.7% | $2,755+6.1% |
| Participant deferral / active EE | $10,314 | $6,644+55.2% | $8,070+27.8% | $4,296+140.1% |
| Admin fee / account holder | $3,681 | $7,941-53.7% | $12,998-71.7% | $6,918-46.8% |