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 | $194,570 | $105,998+83.6% | $92,233+111.0% | $147,584+31.8% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 20.49% | 50.05%-29.6pp | 176.28%-155.8pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,303 | $4,333-46.9% | $3,679-37.4% | $4,876-52.8% |
| Participant deferral / active EE | $8,297 | $4,478+85.3% | $3,897+112.9% | $5,439+52.6% |
| Admin fee / account holder | $10,241 | $6,332+61.7% | $5,194+97.2% | $10,885-5.9% |