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 | $115,356 | $73,515+56.9% | $62,995+83.1% | $147,584-21.8% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.8%+16.5pp | 82.8%+8.5pp |
| Annual return | 13.79% | 175.43%-161.6pp | 87.57%-73.8pp | 578.55%-564.8pp |
| Employer contribution / active EE | $6,399 | $3,320+92.7% | $2,759+131.9% | $4,876+31.2% |
| Participant deferral / active EE | $4,519 | $4,185+8.0% | $3,329+35.7% | $5,439-16.9% |
| Admin fee / account holder | $7,597 | $5,953+27.6% | $3,600+111.0% | $10,885-30.2% |