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 | $185,898 | $101,317+83.5% | $146,958+26.5% | $74,495+149.5% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.2%+14.9pp | 67.2%+29.9pp |
| Annual return | 18.31% | 8730.91%-8712.6pp | 418.34%-400.0pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $15,777 | $7,303+116.0% | $8,070+95.5% | $4,346+263.0% |
| Admin fee / account holder | $16,009 | $1,739+820.6% | $12,998+23.2% | $1,942+724.5% |