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 | $242,078 | $180,449+34.2% | $154,107+57.1% | $135,375+78.8% |
| Participation rate | 95.2% | 87.4%+7.8pp | 83.0%+12.2pp | 82.6%+12.6pp |
| Annual return | -4.41% | 888.09%-892.5pp | 735.12%-739.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $10,302 | $6,035+70.7% | $5,298+94.5% | $4,779+115.6% |
| Participant deferral / active EE | $7,602 | $5,806+30.9% | $5,081+49.6% | $5,609+35.5% |
| Admin fee / account holder | $31,212 | $16,143+93.4% | $13,411+132.7% | $10,827+188.3% |