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 | $159,022 | $144,119+10.3% | $117,854+34.9% | $147,584+7.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.96% | 531.15%-519.2pp | 335.08%-323.1pp | 578.55%-566.6pp |
| Employer contribution / active EE | $5,674 | $4,896+15.9% | $3,786+49.9% | $4,876+16.4% |
| Participant deferral / active EE | $10,730 | $5,316+101.8% | $4,482+139.4% | $5,439+97.3% |
| Admin fee / account holder | $2,481 | $10,886-77.2% | $8,020-69.1% | $10,885-77.2% |