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 3-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 | $114,698 | $90,348+27.0% | $75,972+51.0% | $145,922-21.4% |
| Participation rate | 93.8% | 74.5%+19.3pp | 69.1%+24.7pp | 80.3%+13.5pp |
| Annual return | 9.01% | 620.88%-611.9pp | 359.55%-350.5pp | 561.29%-552.3pp |
| Employer contribution / active EE | $7,976 | $3,311+140.9% | $2,685+197.1% | $4,660+71.2% |
| Participant deferral / active EE | $11,278 | $5,162+118.5% | $4,255+165.0% | $6,688+68.6% |
| Admin fee / account holder | $15,632 | $8,467+84.6% | $6,467+141.7% | $13,397+16.7% |