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 | $168,865 | $105,998+59.3% | $92,233+83.1% | $147,584+14.4% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 10.61% | 50.05%-39.4pp | 176.28%-165.7pp | 578.55%-567.9pp |
| Employer contribution / active EE | $3,264 | $4,333-24.7% | $3,679-11.3% | $4,876-33.1% |
| Participant deferral / active EE | $5,442 | $4,478+21.5% | $3,897+39.7% | $5,439+0.1% |
| Admin fee / account holder | $28,450 | $6,332+349.3% | $5,194+447.8% | $10,885+161.4% |