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 | $180,114 | $83,902+114.7% | $167,512+7.5% | $84,808+112.4% |
| Participation rate | 96.4% | 66.5%+30.0pp | 77.1%+19.4pp | 68.3%+28.1pp |
| Annual return | 16.04% | 91.55%-75.5pp | 1615.79%-1599.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $5,559 | $2,264+145.6% | $3,882+43.2% | $2,631+111.3% |
| Participant deferral / active EE | $11,572 | $4,442+160.5% | $6,405+80.7% | $4,212+174.8% |
| Admin fee / account holder | $18,608 | $7,915+135.1% | $9,769+90.5% | $7,344+153.4% |