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 | $199,028 | $84,696+135.0% | $75,696+162.9% | $167,490+18.8% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.8%+19.3pp | 82.1%+12.0pp |
| Annual return | 14.19% | 199.36%-185.2pp | 104.53%-90.3pp | 478.56%-464.4pp |
| Employer contribution / active EE | $9,748 | $3,230+201.8% | $2,743+255.4% | $4,837+101.5% |
| Participant deferral / active EE | $12,840 | $4,580+180.4% | $3,821+236.0% | $6,341+102.5% |
| Admin fee / account holder | $3,473 | $5,355-35.1% | $3,619-4.0% | $12,309-71.8% |