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 | $155,020 | $100,041+55.0% | $149,718+3.5% | $70,131+121.0% |
| Participation rate | 93.8% | 83.6%+10.2pp | 87.1%+6.7pp | 69.5%+24.2pp |
| Annual return | 19.89% | 27.43%-7.5pp | 1501.63%-1481.7pp | 73.14%-53.3pp |
| Employer contribution / active EE | $6,875 | $3,662+87.8% | $5,445+26.3% | $2,342+193.5% |
| Participant deferral / active EE | $12,558 | $4,983+152.0% | $6,569+91.2% | $3,332+276.9% |
| Admin fee / account holder | $723 | $8,286-91.3% | $11,283-93.6% | $4,645-84.4% |