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 | $198,719 | $105,998+87.5% | $92,233+115.5% | $147,584+34.6% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 16.06% | 50.05%-34.0pp | 176.28%-160.2pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,322 | $4,333-46.4% | $3,679-36.9% | $4,876-52.4% |
| Participant deferral / active EE | $5,512 | $4,478+23.1% | $3,897+41.4% | $5,439+1.3% |
| Admin fee / account holder | $3,534 | $6,332-44.2% | $5,194-32.0% | $10,885-67.5% |