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 | $200,896 | $111,724+79.8% | $93,606+114.6% | $145,922+37.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 10.08% | 202.98%-192.9pp | 133.20%-123.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $6,460 | $3,090+109.1% | $2,420+167.0% | $4,660+38.6% |
| Participant deferral / active EE | $15,890 | $4,912+223.5% | $4,411+260.2% | $6,688+137.6% |
| Admin fee / account holder | $87,959 | $10,250+758.2% | $8,285+961.7% | $13,397+556.6% |