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 | $159,100 | $101,499+56.8% | $147,005+8.2% | $74,546+113.4% |
| Participation rate | 91.2% | 75.5%+15.6pp | 82.2%+9.0pp | 67.2%+24.0pp |
| Annual return | 20.34% | 8732.34%-8712.0pp | 418.76%-398.4pp | 1366.03%-1345.7pp |
| Employer contribution / active EE | $6,960 | $3,811+82.6% | $4,934+41.1% | $2,624+165.2% |
| Participant deferral / active EE | $10,278 | $7,304+40.7% | $8,070+27.4% | $4,347+136.4% |
| Admin fee / account holder | $7,040 | $1,748+302.8% | $13,006-45.9% | $1,944+262.2% |