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 | $151,796 | $83,902+80.9% | $167,512-9.4% | $84,808+79.0% |
| Participation rate | 93.8% | 66.5%+27.3pp | 77.1%+16.7pp | 68.3%+25.4pp |
| Annual return | 15.66% | 91.55%-75.9pp | 1615.79%-1600.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,227 | $2,264+42.6% | $3,882-16.9% | $2,631+22.7% |
| Participant deferral / active EE | $6,436 | $4,442+44.9% | $6,405+0.5% | $4,212+52.8% |
| Admin fee / account holder | $14,653 | $7,915+85.1% | $9,769+50.0% | $7,344+99.5% |