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 | $122,196 | $73,515+66.2% | $62,995+94.0% | $147,584-17.2% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.8%+19.9pp | 82.8%+11.9pp |
| Annual return | 10.56% | 175.43%-164.9pp | 87.57%-77.0pp | 578.55%-568.0pp |
| Employer contribution / active EE | $4,719 | $3,320+42.1% | $2,759+71.0% | $4,876-3.2% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,615 | $5,953-39.3% | $3,600+0.4% | $10,885-66.8% |