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 | $189,193 | $78,422+141.2% | $95,952+97.2% | $79,858+136.9% |
| Participation rate | 98.1% | 73.5%+24.7pp | 77.1%+21.1pp | 69.6%+28.5pp |
| Annual return | 12.93% | 19.37%-6.4pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $8,007 | $1,945+311.7% | $2,541+215.1% | $2,471+224.1% |
| Participant deferral / active EE | $8,489 | $3,440+146.8% | $4,167+103.7% | $3,740+127.0% |
| Admin fee / account holder | $18,735 | $5,622+233.2% | $6,795+175.7% | $5,306+253.1% |