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 | $140,406 | $70,756+98.4% | $65,493+114.4% | $142,382-1.4% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.1%+7.4pp |
| Annual return | 14.43% | 1754.89%-1740.5pp | 982.45%-968.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $6,074 | $2,881+110.9% | $2,574+136.0% | $4,299+41.3% |
| Participant deferral / active EE | $2,952 | $4,637-36.3% | $3,961-25.5% | $6,507-54.6% |
| Admin fee / account holder | $5,393 | $6,559-17.8% | $5,028+7.3% | $12,624-57.3% |