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 | $201,559 | $158,398+27.2% | $126,539+59.3% | $142,382+41.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 16.67% | 593.76%-577.1pp | 425.95%-409.3pp | 217.08%-200.4pp |
| Employer contribution / active EE | $9,328 | $4,650+100.6% | $3,674+153.9% | $4,299+117.0% |
| Participant deferral / active EE | $5,669 | $4,767+18.9% | $4,083+38.9% | $6,507-12.9% |
| Admin fee / account holder | $186,531 | $6,918+2596.3% | $6,065+2975.8% | $12,624+1377.6% |