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 | $214,089 | $144,119+48.6% | $117,854+81.7% | $147,584+45.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.36% | 531.15%-518.8pp | 335.08%-322.7pp | 578.55%-566.2pp |
| Employer contribution / active EE | $3,837 | $4,896-21.6% | $3,786+1.4% | $4,876-21.3% |
| Participant deferral / active EE | $8,094 | $5,316+52.3% | $4,482+80.6% | $5,439+48.8% |
| Admin fee / account holder | $1,161 | $10,886-89.3% | $8,020-85.5% | $10,885-89.3% |