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 | $122,824 | $100,041+22.8% | $149,718-18.0% | $70,131+75.1% |
| Participation rate | 74.3% | 83.6%-9.3pp | 87.1%-12.8pp | 69.5%+4.7pp |
| Annual return | 20.24% | 27.43%-7.2pp | 1501.63%-1481.4pp | 73.14%-52.9pp |
| Employer contribution / active EE | $3,879 | $3,662+5.9% | $5,445-28.8% | $2,342+65.6% |
| Participant deferral / active EE | $9,869 | $4,983+98.1% | $6,569+50.2% | $3,332+196.2% |
| Admin fee / account holder | $20,844 | $8,286+151.5% | $11,283+84.7% | $4,645+348.7% |