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 | $198,620 | $109,817+80.9% | $98,442+101.8% | $167,490+18.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 11.46% | 1956.69%-1945.2pp | 1492.73%-1481.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $7,798 | $3,224+141.9% | $2,960+163.5% | $4,837+61.2% |
| Participant deferral / active EE | $8,162 | $4,673+74.6% | $4,276+90.9% | $6,341+28.7% |
| Admin fee / account holder | $10,364 | $6,753+53.5% | $5,949+74.2% | $12,309-15.8% |