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 | $210,169 | $112,096+87.5% | $95,952+119.0% | $158,922+32.2% |
| Participation rate | 95.5% | 79.0%+16.5pp | 77.1%+18.4pp | 82.0%+13.5pp |
| Annual return | 11.18% | 171.09%-159.9pp | 91.61%-80.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $4,617 | $3,198+44.4% | $2,541+81.7% | $4,761-3.0% |
| Participant deferral / active EE | $6,758 | $4,784+41.3% | $4,167+62.2% | $5,982+13.0% |
| Admin fee / account holder | $1,850 | $10,130-81.7% | $6,795-72.8% | $11,246-83.5% |