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 | $176,082 | $100,852+74.6% | $90,404+94.8% | $158,922+10.8% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.7%+21.1pp | 82.0%+11.8pp |
| Annual return | 15.62% | 1724.20%-1708.6pp | 1293.02%-1277.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $5,547 | $3,689+50.4% | $3,262+70.0% | $4,761+16.5% |
| Participant deferral / active EE | $9,572 | $4,348+120.1% | $3,963+141.5% | $5,982+60.0% |
| Admin fee / account holder | $12,497 | $6,501+92.2% | $5,611+122.7% | $11,246+11.1% |