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 | $227,545 | $105,998+114.7% | $92,233+146.7% | $147,584+54.2% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 17.74% | 50.05%-32.3pp | 176.28%-158.5pp | 578.55%-560.8pp |
| Employer contribution / active EE | $4,495 | $4,333+3.7% | $3,679+22.2% | $4,876-7.8% |
| Participant deferral / active EE | $8,367 | $4,478+86.8% | $3,897+114.7% | $5,439+53.8% |
| Admin fee / account holder | $16,986 | $6,332+168.2% | $5,194+227.1% | $10,885+56.0% |