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 | $204,799 | $105,998+93.2% | $92,233+122.0% | $147,584+38.8% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 19.43% | 50.05%-30.6pp | 176.28%-156.9pp | 578.55%-559.1pp |
| Employer contribution / active EE | $10,671 | $4,333+146.3% | $3,679+190.0% | $4,876+118.8% |
| Participant deferral / active EE | $3,549 | $4,478-20.7% | $3,897-8.9% | $5,439-34.7% |
| Admin fee / account holder | $1,788 | $6,332-71.8% | $5,194-65.6% | $10,885-83.6% |