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 | $211,917 | $159,901+32.5% | $146,958+44.2% | $145,922+45.2% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 13.40% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,254 | $5,286-57.4% | $4,933-54.3% | $4,660-51.6% |
| Participant deferral / active EE | $11,672 | $8,428+38.5% | $8,070+44.6% | $6,688+74.5% |
| Admin fee / account holder | $8,956 | $15,044-40.5% | $12,998-31.1% | $13,397-33.1% |