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 | $176,539 | $102,604+72.1% | $86,188+104.8% | $139,434+26.6% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.0%+22.7pp | 80.3%+11.3pp |
| Annual return | 16.54% | 1922.51%-1906.0pp | 1168.45%-1151.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $957 | $3,032-68.4% | $2,380-59.8% | $4,751-79.8% |
| Participant deferral / active EE | $4,195 | $4,676-10.3% | $3,985+5.3% | $6,710-37.5% |
| Admin fee / account holder | $5,816 | $8,657-32.8% | $6,852-15.1% | $11,403-49.0% |