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 | $140,621 | $73,515+91.3% | $62,995+123.2% | $147,584-4.7% |
| Participation rate | 95.8% | 77.9%+18.0pp | 74.8%+21.0pp | 82.8%+13.0pp |
| Annual return | 12.40% | 175.43%-163.0pp | 87.57%-75.2pp | 578.55%-566.2pp |
| Employer contribution / active EE | $6,414 | $3,320+93.2% | $2,759+132.5% | $4,876+31.5% |
| Participant deferral / active EE | $3,819 | $4,185-8.7% | $3,329+14.7% | $5,439-29.8% |
| Admin fee / account holder | $3,753 | $5,953-37.0% | $3,600+4.3% | $10,885-65.5% |