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 | $148,252 | $56,114+164.2% | $96,139+54.2% | $85,850+72.7% |
| Participation rate | 89.2% | 56.7%+32.5pp | 68.4%+20.7pp | 69.3%+19.9pp |
| Annual return | 12.77% | 42.30%-29.5pp | 191.94%-179.2pp | 318.53%-305.8pp |
| Employer contribution / active EE | $5,078 | $1,620+213.5% | $2,797+81.6% | $2,565+98.0% |
| Participant deferral / active EE | $11,957 | $2,859+318.2% | $4,349+175.0% | $3,952+202.6% |
| Admin fee / account holder | $25,330 | $3,768+572.2% | $5,537+357.5% | $6,260+304.6% |