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 | $177,001 | $88,751+99.4% | $81,812+116.4% | $145,922+21.3% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 11.65% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,524 | $3,083+14.3% | $2,912+21.0% | $4,660-24.4% |
| Participant deferral / active EE | $8,291 | $4,643+78.6% | $4,319+92.0% | $6,688+24.0% |
| Admin fee / account holder | $38,243 | $8,415+354.4% | $7,386+417.8% | $13,397+185.5% |