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 | $180,007 | $109,817+63.9% | $98,442+82.9% | $167,490+7.5% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 24.73% | 1956.69%-1932.0pp | 1492.73%-1468.0pp | 478.56%-453.8pp |
| Employer contribution / active EE | $5,470 | $3,224+69.7% | $2,960+84.8% | $4,837+13.1% |
| Participant deferral / active EE | $4,553 | $4,673-2.6% | $4,276+6.5% | $6,341-28.2% |
| Admin fee / account holder | $47,526 | $6,753+603.8% | $5,949+698.9% | $12,309+286.1% |