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 | $188,665 | $114,047+65.4% | $96,139+96.2% | $167,490+12.6% |
| Participation rate | 72.7% | 75.1%-2.3pp | 68.4%+4.3pp | 82.1%-9.4pp |
| Annual return | 13.38% | 189.88%-176.5pp | 191.94%-178.6pp | 478.56%-465.2pp |
| Employer contribution / active EE | $4,422 | $3,427+29.0% | $2,797+58.1% | $4,837-8.6% |
| Participant deferral / active EE | $10,060 | $5,194+93.7% | $4,349+131.3% | $6,341+58.6% |
| Admin fee / account holder | $17,454 | $6,897+153.1% | $5,537+215.2% | $12,309+41.8% |