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 | $192,862 | $105,998+81.9% | $92,233+109.1% | $147,584+30.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 16.27% | 50.05%-33.8pp | 176.28%-160.0pp | 578.55%-562.3pp |
| Employer contribution / active EE | $8,804 | $4,333+103.2% | $3,679+139.3% | $4,876+80.5% |
| Participant deferral / active EE | $1,482 | $4,478-66.9% | $3,897-62.0% | $5,439-72.8% |
| Admin fee / account holder | $710 | $6,332-88.8% | $5,194-86.3% | $10,885-93.5% |