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 | $228,536 | $112,096+103.9% | $95,952+138.2% | $158,922+43.8% |
| Participation rate | 94.7% | 79.0%+15.8pp | 77.1%+17.7pp | 82.0%+12.8pp |
| Annual return | 14.02% | 171.09%-157.1pp | 91.61%-77.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,987 | $3,198+24.7% | $2,541+56.9% | $4,761-16.3% |
| Participant deferral / active EE | $7,165 | $4,784+49.8% | $4,167+72.0% | $5,982+19.8% |
| Admin fee / account holder | $5,057 | $10,130-50.1% | $6,795-25.6% | $11,246-55.0% |