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 | $205,742 | $102,317+101.1% | $146,958+40.0% | $80,856+154.5% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 15.14% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,175 | $3,713+12.4% | $4,933-15.4% | $2,755+51.6% |
| Participant deferral / active EE | $7,469 | $6,644+12.4% | $8,070-7.4% | $4,296+73.9% |
| Admin fee / account holder | $38,335 | $7,941+382.7% | $12,998+194.9% | $6,918+454.1% |