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 | $183,772 | $123,909+48.3% | $69,647+163.9% | $145,922+25.9% |
| Participation rate | 95.8% | 69.2%+26.6pp | 66.5%+29.4pp | 80.3%+15.6pp |
| Annual return | 11.31% | 190.55%-179.2pp | 100.48%-89.2pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,796 | $2,682+4.3% | $1,712+63.3% | $4,660-40.0% |
| Participant deferral / active EE | $4,854 | $4,236+14.6% | $2,886+68.2% | $6,688-27.4% |
| Admin fee / account holder | $47,089 | $7,863+498.9% | $4,713+899.2% | $13,397+251.5% |