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 | $141,387 | $100,041+41.3% | $149,718-5.6% | $70,131+101.6% |
| Participation rate | 83.3% | 83.6%-0.3pp | 87.1%-3.7pp | 69.5%+13.8pp |
| Annual return | 16.74% | 27.43%-10.7pp | 1501.63%-1484.9pp | 73.14%-56.4pp |
| Employer contribution / active EE | $5,571 | $3,662+52.1% | $5,445+2.3% | $2,342+137.8% |
| Participant deferral / active EE | $11,211 | $4,983+125.0% | $6,569+70.7% | $3,332+236.5% |
| Admin fee / account holder | $959 | $8,286-88.4% | $11,283-91.5% | $4,645-79.4% |