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 | $217,347 | $144,119+50.8% | $117,854+84.4% | $147,584+47.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.78% | 531.15%-520.4pp | 335.08%-324.3pp | 578.55%-567.8pp |
| Employer contribution / active EE | $3,683 | $4,896-24.8% | $3,786-2.7% | $4,876-24.5% |
| Participant deferral / active EE | $10,402 | $5,316+95.7% | $4,482+132.1% | $5,439+91.3% |
| Admin fee / account holder | $1,395 | $10,886-87.2% | $8,020-82.6% | $10,885-87.2% |