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 | $214,663 | $144,119+48.9% | $117,854+82.1% | $147,584+45.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.60% | 531.15%-521.5pp | 335.08%-325.5pp | 578.55%-568.9pp |
| Employer contribution / active EE | $3,535 | $4,896-27.8% | $3,786-6.6% | $4,876-27.5% |
| Participant deferral / active EE | $13,141 | $5,316+147.2% | $4,482+193.2% | $5,439+141.6% |
| Admin fee / account holder | $86,526 | $10,886+694.9% | $8,020+978.9% | $10,885+694.9% |