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 5-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 | $174,290 | $83,902+107.7% | $167,512+4.0% | $84,808+105.5% |
| Participation rate | 85.2% | 66.5%+18.7pp | 77.1%+8.1pp | 68.3%+16.9pp |
| Annual return | 15.52% | 91.55%-76.0pp | 1615.79%-1600.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,120 | $2,264+82.0% | $3,882+6.1% | $2,631+56.6% |
| Participant deferral / active EE | $16,102 | $4,442+262.5% | $6,405+151.4% | $4,212+282.3% |
| Admin fee / account holder | $27,502 | $7,915+247.5% | $9,769+181.5% | $7,344+274.5% |