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 | $184,309 | $156,846+17.5% | $121,098+52.2% | $139,434+32.2% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 17.04% | 1474.56%-1457.5pp | 985.75%-968.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $6,770 | $5,536+22.3% | $4,164+62.6% | $4,751+42.5% |
| Participant deferral / active EE | $12,058 | $4,844+148.9% | $4,080+195.6% | $6,710+79.7% |
| Admin fee / account holder | $1,343 | $6,946-80.7% | $5,644-76.2% | $11,403-88.2% |