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 | $116,590 | $76,000+53.4% | $154,107-24.3% | $64,186+81.6% |
| Participation rate | 98.3% | 70.4%+27.9pp | 83.0%+15.3pp | 69.6%+28.7pp |
| Annual return | 108.41% | 30.32%+78.1pp | 735.12%-626.7pp | 7.63%+100.8pp |
| Employer contribution / active EE | $4,791 | $3,351+43.0% | $5,298-9.6% | $2,381+101.2% |
| Participant deferral / active EE | $5,016 | $3,175+58.0% | $5,081-1.3% | $3,470+44.6% |
| Admin fee / account holder | $31,403 | $5,596+461.1% | $13,411+134.2% | $4,888+542.4% |