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 | $122,423 | $63,346+93.3% | $92,233+32.7% | $70,131+74.6% |
| Participation rate | 77.4% | 68.7%+8.7pp | 76.5%+0.9pp | 69.5%+7.8pp |
| Annual return | 18.86% | 530.12%-511.3pp | 176.28%-157.4pp | 73.14%-54.3pp |
| Employer contribution / active EE | $16,714 | $2,471+576.4% | $3,679+354.3% | $2,342+613.5% |
| Participant deferral / active EE | $1,966 | $2,854-31.1% | $3,897-49.5% | $3,332-41.0% |
| Admin fee / account holder | $4,071 | $3,840+6.0% | $5,194-21.6% | $4,645-12.4% |