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 | $219,689 | $126,574+73.6% | $106,213+106.8% | $145,922+50.6% |
| Participation rate | 95.8% | 77.6%+18.2pp | 75.3%+20.6pp | 80.3%+15.6pp |
| Annual return | 12.54% | 224.79%-212.2pp | 116.14%-103.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $5,744 | $3,730+54.0% | $3,171+81.1% | $4,660+23.3% |
| Participant deferral / active EE | $12,110 | $5,724+111.6% | $5,016+141.4% | $6,688+81.1% |
| Admin fee / account holder | $18,563 | $17,304+7.3% | $11,033+68.3% | $13,397+38.6% |