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 | $224,367 | $138,065+62.5% | $123,544+81.6% | $135,375+65.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 1.70% | 153.68%-152.0pp | 119.20%-117.5pp | 519.73%-518.0pp |
| Employer contribution / active EE | $4,154 | $5,151-19.4% | $4,628-10.2% | $4,779-13.1% |
| Participant deferral / active EE | $14,141 | $6,799+108.0% | $6,426+120.1% | $5,609+152.1% |
| Admin fee / account holder | $18,925 | $10,916+73.4% | $9,284+103.8% | $10,827+74.8% |