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 | $179,093 | $105,998+69.0% | $92,233+94.2% | $147,584+21.4% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 10.93% | 50.05%-39.1pp | 176.28%-165.3pp | 578.55%-567.6pp |
| Employer contribution / active EE | $16,664 | $4,333+284.6% | $3,679+352.9% | $4,876+241.7% |
| Participant deferral / active EE | $3,882 | $4,478-13.3% | $3,897-0.4% | $5,439-28.6% |
| Admin fee / account holder | $1,876 | $6,332-70.4% | $5,194-63.9% | $10,885-82.8% |