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 | $189,023 | $159,901+18.2% | $146,958+28.6% | $145,922+29.5% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 13.53% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $4,266 | $5,286-19.3% | $4,933-13.5% | $4,660-8.4% |
| Participant deferral / active EE | $11,133 | $8,428+32.1% | $8,070+38.0% | $6,688+66.5% |
| Admin fee / account holder | $6,896 | $15,044-54.2% | $12,998-46.9% | $13,397-48.5% |