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 | $219,336 | $112,096+95.7% | $95,952+128.6% | $158,922+38.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.58% | 171.09%-150.5pp | 91.61%-71.0pp | 302.83%-282.2pp |
| Employer contribution / active EE | $8,400 | $3,198+162.7% | $2,541+230.6% | $4,761+76.4% |
| Participant deferral / active EE | $4,874 | $4,784+1.9% | $4,167+17.0% | $5,982-18.5% |
| Admin fee / account holder | $3,784 | $10,130-62.7% | $6,795-44.3% | $11,246-66.4% |