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 | $219,084 | $105,998+106.7% | $92,233+137.5% | $147,584+48.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.23% | 50.05%-32.8pp | 176.28%-159.1pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,612 | $4,333-62.8% | $3,679-56.2% | $4,876-66.9% |
| Participant deferral / active EE | $8,995 | $4,478+100.9% | $3,897+130.8% | $5,439+65.4% |
| Admin fee / account holder | $393 | $6,332-93.8% | $5,194-92.4% | $10,885-96.4% |