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 | $199,525 | $144,119+38.4% | $117,854+69.3% | $147,584+35.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 72.35% | 531.15%-458.8pp | 335.08%-262.7pp | 578.55%-506.2pp |
| Employer contribution / active EE | $3,043 | $4,896-37.9% | $3,786-19.6% | $4,876-37.6% |
| Participant deferral / active EE | $5,888 | $5,316+10.8% | $4,482+31.4% | $5,439+8.3% |
| Admin fee / account holder | $5,504 | $10,886-49.4% | $8,020-31.4% | $10,885-49.4% |