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 | $233,652 | $180,449+29.5% | $154,107+51.6% | $135,375+72.6% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -3.67% | 888.09%-891.8pp | 735.12%-738.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $25,714 | $6,035+326.1% | $5,298+385.4% | $4,779+438.1% |
| Participant deferral / active EE | $15,877 | $5,806+173.5% | $5,081+212.5% | $5,609+183.1% |
| Admin fee / account holder | $42,545 | $16,143+163.6% | $13,411+217.2% | $10,827+292.9% |