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 | $150,863 | $90,348+67.0% | $75,972+98.6% | $145,922+3.4% |
| Participation rate | 92.3% | 74.5%+17.9pp | 69.1%+23.3pp | 80.3%+12.0pp |
| Annual return | 8.72% | 620.88%-612.2pp | 359.55%-350.8pp | 561.29%-552.6pp |
| Employer contribution / active EE | $10,247 | $3,311+209.5% | $2,685+281.7% | $4,660+119.9% |
| Participant deferral / active EE | $4,056 | $5,162-21.4% | $4,255-4.7% | $6,688-39.3% |
| Admin fee / account holder | $27,697 | $8,467+227.1% | $6,467+328.3% | $13,397+106.7% |