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 | $199,496 | $105,998+88.2% | $92,233+116.3% | $147,584+35.2% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 10.36% | 50.05%-39.7pp | 176.28%-165.9pp | 578.55%-568.2pp |
| Employer contribution / active EE | $2,193 | $4,333-49.4% | $3,679-40.4% | $4,876-55.0% |
| Participant deferral / active EE | $5,533 | $4,478+23.6% | $3,897+42.0% | $5,439+1.7% |
| Admin fee / account holder | $73,828 | $6,332+1065.9% | $5,194+1321.5% | $10,885+578.2% |