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 | $206,482 | $126,574+63.1% | $106,213+94.4% | $145,922+41.5% |
| Participation rate | 95.7% | 77.6%+18.0pp | 75.3%+20.4pp | 80.3%+15.4pp |
| Annual return | 17.46% | 224.79%-207.3pp | 116.14%-98.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $5,603 | $3,730+50.2% | $3,171+76.7% | $4,660+20.2% |
| Participant deferral / active EE | $12,175 | $5,724+112.7% | $5,016+142.7% | $6,688+82.0% |
| Admin fee / account holder | $1,828 | $17,304-89.4% | $11,033-83.4% | $13,397-86.4% |