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 | $159,125 | $100,041+59.1% | $149,718+6.3% | $70,131+126.9% |
| Participation rate | 98.0% | 83.6%+14.4pp | 87.1%+10.9pp | 69.5%+28.4pp |
| Annual return | 19.93% | 27.43%-7.5pp | 1501.63%-1481.7pp | 73.14%-53.2pp |
| Employer contribution / active EE | $3,678 | $3,662+0.4% | $5,445-32.4% | $2,342+57.0% |
| Participant deferral / active EE | $10,672 | $4,983+114.2% | $6,569+62.5% | $3,332+220.3% |
| Admin fee / account holder | $3,802 | $8,286-54.1% | $11,283-66.3% | $4,645-18.2% |