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 8-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 | $140,528 | $100,041+40.5% | $149,718-6.1% | $70,131+100.4% |
| Participation rate | 90.9% | 83.6%+7.3pp | 87.1%+3.8pp | 69.5%+21.4pp |
| Annual return | 19.51% | 27.43%-7.9pp | 1501.63%-1482.1pp | 73.14%-53.6pp |
| Employer contribution / active EE | $4,650 | $3,662+27.0% | $5,445-14.6% | $2,342+98.5% |
| Participant deferral / active EE | $9,391 | $4,983+88.5% | $6,569+43.0% | $3,332+181.9% |
| Admin fee / account holder | $9,129 | $8,286+10.2% | $11,283-19.1% | $4,645+96.5% |