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 | $161,469 | $83,902+92.4% | $167,512-3.6% | $84,808+90.4% |
| Participation rate | 97.0% | 66.5%+30.5pp | 77.1%+19.9pp | 68.3%+28.7pp |
| Annual return | 22.98% | 91.55%-68.6pp | 1615.79%-1592.8pp | 40.90%-17.9pp |
| Employer contribution / active EE | $4,848 | $2,264+114.2% | $3,882+24.9% | $2,631+84.3% |
| Participant deferral / active EE | $9,985 | $4,442+124.8% | $6,405+55.9% | $4,212+137.1% |
| Admin fee / account holder | $12,986 | $7,915+64.1% | $9,769+32.9% | $7,344+76.8% |