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 | $197,648 | $83,902+135.6% | $167,512+18.0% | $84,808+133.1% |
| Participation rate | 96.0% | 66.5%+29.5pp | 77.1%+18.9pp | 68.3%+27.7pp |
| Annual return | 13.36% | 91.55%-78.2pp | 1615.79%-1602.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $8,145 | $2,264+259.8% | $3,882+109.8% | $2,631+209.6% |
| Participant deferral / active EE | $6,067 | $4,442+36.6% | $6,405-5.3% | $4,212+44.1% |
| Admin fee / account holder | $12,603 | $7,915+59.2% | $9,769+29.0% | $7,344+71.6% |