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 | $165,499 | $105,998+56.1% | $92,233+79.4% | $147,584+12.1% |
| Participation rate | 95.2% | 80.4%+14.8pp | 76.5%+18.8pp | 82.8%+12.4pp |
| Annual return | 17.03% | 50.05%-33.0pp | 176.28%-159.3pp | 578.55%-561.5pp |
| Employer contribution / active EE | $3,722 | $4,333-14.1% | $3,679+1.2% | $4,876-23.7% |
| Participant deferral / active EE | $8,087 | $4,478+80.6% | $3,897+107.5% | $5,439+48.7% |
| Admin fee / account holder | $9,526 | $6,332+50.4% | $5,194+83.4% | $10,885-12.5% |