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 | $210,683 | $107,334+96.3% | $92,893+126.8% | $152,861+37.8% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 20.31% | 145.58%-125.3pp | 109.41%-89.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $6,250 | $4,221+48.1% | $3,653+71.1% | $4,762+31.2% |
| Participant deferral / active EE | $8,873 | $4,845+83.1% | $4,236+109.5% | $5,850+51.7% |
| Admin fee / account holder | $16,346 | $7,079+130.9% | $5,794+182.1% | $11,596+41.0% |