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 | $199,038 | $100,041+99.0% | $149,718+32.9% | $70,131+183.8% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.1%+9.5pp | 69.5%+27.0pp |
| Annual return | 19.74% | 27.43%-7.7pp | 1501.63%-1481.9pp | 73.14%-53.4pp |
| Employer contribution / active EE | $7,300 | $3,662+99.4% | $5,445+34.1% | $2,342+211.6% |
| Participant deferral / active EE | $13,267 | $4,983+166.3% | $6,569+102.0% | $3,332+298.2% |
| Admin fee / account holder | $12,057 | $8,286+45.5% | $11,283+6.9% | $4,645+159.6% |