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 | $203,045 | $73,515+176.2% | $62,995+222.3% | $147,584+37.6% |
| Participation rate | 94.4% | 77.9%+16.6pp | 74.8%+19.6pp | 82.8%+11.6pp |
| Annual return | 12.56% | 175.43%-162.9pp | 87.57%-75.0pp | 578.55%-566.0pp |
| Employer contribution / active EE | $4,762 | $3,320+43.4% | $2,759+72.6% | $4,876-2.3% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $421 | $5,953-92.9% | $3,600-88.3% | $10,885-96.1% |