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 | $194,147 | $100,773+92.7% | $88,946+118.3% | $142,382+36.4% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 15.68% | 70.18%-54.5pp | 57.82%-42.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $7,420 | $2,918+154.3% | $2,555+190.4% | $4,299+72.6% |
| Participant deferral / active EE | $12,631 | $5,230+141.5% | $4,581+175.7% | $6,507+94.1% |
| Admin fee / account holder | $3,503 | $9,693-63.9% | $8,261-57.6% | $12,624-72.2% |