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 | $175,281 | $73,515+138.4% | $62,995+178.2% | $147,584+18.8% |
| Participation rate | 95.2% | 77.9%+17.4pp | 74.8%+20.4pp | 82.8%+12.4pp |
| Annual return | 20.88% | 175.43%-154.5pp | 87.57%-66.7pp | 578.55%-557.7pp |
| Employer contribution / active EE | $4,168 | $3,320+25.5% | $2,759+51.1% | $4,876-14.5% |
| Participant deferral / active EE | $10,960 | $4,185+161.9% | $3,329+229.2% | $5,439+101.5% |
| Admin fee / account holder | $7,020 | $5,953+17.9% | $3,600+95.0% | $10,885-35.5% |