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 | $140,872 | $114,047+23.5% | $96,139+46.5% | $167,490-15.9% |
| Participation rate | 87.5% | 75.1%+12.4pp | 68.4%+19.1pp | 82.1%+5.4pp |
| Annual return | 12.41% | 189.88%-177.5pp | 191.94%-179.5pp | 478.56%-466.1pp |
| Employer contribution / active EE | $12,170 | $3,427+255.1% | $2,797+335.1% | $4,837+151.6% |
| Participant deferral / active EE | $11,875 | $5,194+128.6% | $4,349+173.1% | $6,341+87.3% |
| Admin fee / account holder | $58,587 | $6,897+749.5% | $5,537+958.1% | $12,309+376.0% |