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 | $217,881 | $144,119+51.2% | $117,854+84.9% | $147,584+47.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.05% | 531.15%-522.1pp | 335.08%-326.0pp | 578.55%-569.5pp |
| Employer contribution / active EE | $1,649 | $4,896-66.3% | $3,786-56.4% | $4,876-66.2% |
| Participant deferral / active EE | $5,807 | $5,316+9.2% | $4,482+29.6% | $5,439+6.8% |
| Admin fee / account holder | $3,547 | $10,886-67.4% | $8,020-55.8% | $10,885-67.4% |