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 | $160,162 | $107,334+49.2% | $92,893+72.4% | $152,861+4.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.94% | 145.58%-125.6pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $14,286 | $4,221+238.4% | $3,653+291.1% | $4,762+200.0% |
| Participant deferral / active EE | $9,027 | $4,845+86.3% | $4,236+113.1% | $5,850+54.3% |
| Admin fee / account holder | $42,785 | $7,079+504.4% | $5,794+638.4% | $11,596+268.9% |