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 | $208,086 | $83,902+148.0% | $167,512+24.2% | $84,808+145.4% |
| Participation rate | 75.0% | 66.5%+8.5pp | 77.1%-2.1pp | 68.3%+6.7pp |
| Annual return | 15.71% | 91.55%-75.8pp | 1615.79%-1600.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,819 | $2,264+68.7% | $3,882-1.6% | $2,631+45.1% |
| Participant deferral / active EE | $12,714 | $4,442+186.2% | $6,405+98.5% | $4,212+201.9% |
| Admin fee / account holder | $38,651 | $7,915+388.3% | $9,769+295.7% | $7,344+426.3% |