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 | $228,326 | $105,998+115.4% | $92,233+147.6% | $147,584+54.7% |
| Participation rate | 76.9% | 80.4%-3.5pp | 76.5%+0.4pp | 82.8%-5.9pp |
| Annual return | 16.79% | 50.05%-33.3pp | 176.28%-159.5pp | 578.55%-561.8pp |
| Employer contribution / active EE | $7,606 | $4,333+75.5% | $3,679+106.7% | $4,876+56.0% |
| Participant deferral / active EE | $8,964 | $4,478+100.2% | $3,897+130.0% | $5,439+64.8% |
| Admin fee / account holder | $3,578 | $6,332-43.5% | $5,194-31.1% | $10,885-67.1% |