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 | $127,827 | $63,346+101.8% | $92,233+38.6% | $70,131+82.3% |
| Participation rate | 91.4% | 68.7%+22.8pp | 76.5%+14.9pp | 69.5%+21.9pp |
| Annual return | 18.08% | 530.12%-512.0pp | 176.28%-158.2pp | 73.14%-55.1pp |
| Employer contribution / active EE | $24,602 | $2,471+895.6% | $3,679+568.6% | $2,342+950.3% |
| Participant deferral / active EE | $1,465 | $2,854-48.7% | $3,897-62.4% | $3,332-56.0% |
| Admin fee / account holder | $807 | $3,840-79.0% | $5,194-84.5% | $4,645-82.6% |