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 | $160,991 | $105,998+51.9% | $92,233+74.5% | $147,584+9.1% |
| Participation rate | 95.8% | 80.4%+15.4pp | 76.5%+19.4pp | 82.8%+13.0pp |
| Annual return | 14.43% | 50.05%-35.6pp | 176.28%-161.8pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,101 | $4,333-74.6% | $3,679-70.1% | $4,876-77.4% |
| Participant deferral / active EE | $3,987 | $4,478-11.0% | $3,897+2.3% | $5,439-26.7% |
| Admin fee / account holder | $6,383 | $6,332+0.8% | $5,194+22.9% | $10,885-41.4% |