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 | $178,195 | $84,696+110.4% | $75,696+135.4% | $167,490+6.4% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.8%+21.0pp | 82.1%+13.7pp |
| Annual return | 10.01% | 199.36%-189.3pp | 104.53%-94.5pp | 478.56%-468.5pp |
| Employer contribution / active EE | $2,119 | $3,230-34.4% | $2,743-22.7% | $4,837-56.2% |
| Participant deferral / active EE | $6,180 | $4,580+34.9% | $3,821+61.7% | $6,341-2.5% |
| Admin fee / account holder | $3,201 | $5,355-40.2% | $3,619-11.6% | $12,309-74.0% |