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 | $170,115 | $100,852+68.7% | $90,404+88.2% | $158,922+7.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 12.13% | 1724.20%-1712.1pp | 1293.02%-1280.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $11,028 | $3,689+199.0% | $3,262+238.1% | $4,761+131.6% |
| Participant deferral / active EE | $12,432 | $4,348+185.9% | $3,963+213.7% | $5,982+107.8% |
| Admin fee / account holder | $5,359 | $6,501-17.6% | $5,611-4.5% | $11,246-52.3% |