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 | $139,435 | $70,756+97.1% | $65,493+112.9% | $142,382-2.1% |
| Participation rate | 91.7% | 77.4%+14.3pp | 73.1%+18.6pp | 80.1%+11.5pp |
| Annual return | 18.78% | 1754.89%-1736.1pp | 982.45%-963.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $8,562 | $2,881+197.2% | $2,574+232.6% | $4,299+99.2% |
| Participant deferral / active EE | $9,977 | $4,637+115.2% | $3,961+151.9% | $6,507+53.3% |
| Admin fee / account holder | $26,132 | $6,559+298.4% | $5,028+419.7% | $12,624+107.0% |