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 | $140,368 | $48,230+191.0% | $67,502+107.9% | $80,856+73.6% |
| Participation rate | 98.4% | 66.4%+32.0pp | 72.9%+25.5pp | 67.6%+30.8pp |
| Annual return | 51.17% | 18.28%+32.9pp | 3512.12%-3461.0pp | 35.59%+15.6pp |
| Employer contribution / active EE | $4,102 | $2,020+103.1% | $2,731+50.2% | $2,755+48.9% |
| Participant deferral / active EE | $4,717 | $2,924+61.4% | $4,000+17.9% | $4,296+9.8% |
| Admin fee / account holder | $28,821 | $3,681+682.9% | $3,998+621.0% | $6,918+316.6% |