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 | $106,648 | $68,346+56.0% | $94,646+12.7% | $75,163+41.9% |
| Participation rate | 84.8% | 76.1%+8.7pp | 80.8%+4.0pp | 67.2%+17.7pp |
| Annual return | 28.45% | 616.93%-588.5pp | 156.71%-128.3pp | 160.62%-132.2pp |
| Employer contribution / active EE | $4,051 | $2,701+50.0% | $3,672+10.3% | $2,670+51.7% |
| Participant deferral / active EE | $9,936 | $6,537+52.0% | $7,418+33.9% | $4,125+140.9% |
| Admin fee / account holder | $8,856 | $5,326+66.3% | $7,231+22.5% | $5,651+56.7% |