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 | $169,878 | $159,901+6.2% | $146,958+15.6% | $145,922+16.4% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 11.40% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $8,475 | $5,286+60.3% | $4,933+71.8% | $4,660+81.9% |
| Participant deferral / active EE | $6,653 | $8,428-21.1% | $8,070-17.6% | $6,688-0.5% |
| Admin fee / account holder | $32,478 | $15,044+115.9% | $12,998+149.9% | $13,397+142.4% |