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 | $98,116 | $99,020-0.9% | $86,590+13.3% | $147,584-33.5% |
| Participation rate | 95.7% | 76.3%+19.3pp | 73.5%+22.1pp | 82.8%+12.8pp |
| Annual return | 24.05% | 1312.34%-1288.3pp | 964.84%-940.8pp | 578.55%-554.5pp |
| Employer contribution / active EE | $8,955 | $3,132+185.9% | $2,839+215.4% | $4,876+83.6% |
| Participant deferral / active EE | $4,170 | $3,972+5.0% | $3,609+15.6% | $5,439-23.3% |
| Admin fee / account holder | $606 | $5,710-89.4% | $4,906-87.6% | $10,885-94.4% |