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 | $159,284 | $109,327+45.7% | $89,391+78.2% | $158,922+0.2% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 13.42% | 345.68%-332.3pp | 245.62%-232.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $22,865 | $3,170+621.4% | $2,586+784.3% | $4,761+380.2% |
| Participant deferral / active EE | $8,404 | $4,598+82.8% | $3,890+116.0% | $5,982+40.5% |
| Admin fee / account holder | $64,732 | $6,153+952.1% | $4,881+1226.1% | $11,246+475.6% |