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 | $188,043 | $79,171+137.5% | $102,423+83.6% | $74,495+152.4% |
| Participation rate | 86.0% | 74.8%+11.2pp | 76.5%+9.5pp | 67.2%+18.8pp |
| Annual return | 16.27% | 54.93%-38.7pp | 29.32%-13.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $3,915 | $2,362+65.7% | $3,023+29.5% | $2,623+49.3% |
| Participant deferral / active EE | $12,162 | $4,415+175.5% | $5,053+140.7% | $4,346+179.9% |
| Admin fee / account holder | $10,172 | $2,001+408.4% | $9,451+7.6% | $1,942+423.9% |