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 | $178,140 | $105,998+68.1% | $92,233+93.1% | $147,584+20.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 14.68% | 50.05%-35.4pp | 176.28%-161.6pp | 578.55%-563.9pp |
| Employer contribution / active EE | $16,386 | $4,333+278.2% | $3,679+345.3% | $4,876+236.0% |
| Participant deferral / active EE | $12,919 | $4,478+188.5% | $3,897+231.5% | $5,439+137.5% |
| Admin fee / account holder | $2,314 | $6,332-63.5% | $5,194-55.5% | $10,885-78.7% |