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 | $199,995 | $115,770+72.8% | $101,248+97.5% | $158,922+25.8% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 11.93% | 56.14%-44.2pp | 46.47%-34.5pp | 302.83%-290.9pp |
| Employer contribution / active EE | $6,932 | $4,175+66.1% | $3,660+89.4% | $4,761+45.6% |
| Participant deferral / active EE | $12,501 | $4,957+152.2% | $4,370+186.1% | $5,982+109.0% |
| Admin fee / account holder | $1,460 | $7,245-79.8% | $5,945-75.4% | $11,246-87.0% |