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 | $154,264 | $73,515+109.8% | $62,995+144.9% | $147,584+4.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.8%+14.1pp | 82.8%+6.1pp |
| Annual return | 10.84% | 175.43%-164.6pp | 87.57%-76.7pp | 578.55%-567.7pp |
| Employer contribution / active EE | $8,789 | $3,320+164.7% | $2,759+218.6% | $4,876+80.2% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,844 | $5,953+31.8% | $3,600+117.9% | $10,885-27.9% |