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 | $184,886 | $102,317+80.7% | $146,958+25.8% | $80,856+128.7% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.2%+4.1pp | 67.6%+18.6pp |
| Annual return | 13.80% | 134.76%-121.0pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $8,792 | $3,713+136.8% | $4,933+78.2% | $2,755+219.2% |
| Participant deferral / active EE | $9,676 | $6,644+45.6% | $8,070+19.9% | $4,296+125.3% |
| Admin fee / account holder | $10,491 | $7,941+32.1% | $12,998-19.3% | $6,918+51.6% |