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 | $225,406 | $132,634+69.9% | $115,768+94.7% | $137,256+64.2% |
| Participation rate | 86.7% | 77.9%+8.8pp | 74.4%+12.3pp | 80.0%+6.7pp |
| Annual return | 14.86% | 160.70%-145.8pp | 100.46%-85.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $4,427 | $3,360+31.8% | $2,940+50.6% | $4,156+6.5% |
| Participant deferral / active EE | $11,541 | $5,619+105.4% | $4,917+134.7% | $6,407+80.1% |
| Admin fee / account holder | $40,901 | $15,028+172.2% | $12,439+228.8% | $12,270+233.3% |