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 | $124,171 | $60,124+106.5% | $90,404+37.4% | $79,858+55.5% |
| Participation rate | 96.6% | 65.0%+31.6pp | 72.7%+23.9pp | 69.6%+26.9pp |
| Annual return | 21.24% | 71.94%-50.7pp | 1293.02%-1271.8pp | 31.71%-10.5pp |
| Employer contribution / active EE | $11,053 | $2,068+434.6% | $3,262+238.9% | $2,471+347.4% |
| Participant deferral / active EE | $8,783 | $2,938+198.9% | $3,963+121.6% | $3,740+134.8% |
| Admin fee / account holder | $7,100 | $3,976+78.5% | $5,611+26.5% | $5,306+33.8% |