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 8-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 | $193,741 | $88,751+118.3% | $81,812+136.8% | $145,922+32.8% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 11.95% | 1025.40%-1013.5pp | 773.79%-761.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,372 | $3,083-55.5% | $2,912-52.9% | $4,660-70.6% |
| Participant deferral / active EE | $5,439 | $4,643+17.1% | $4,319+25.9% | $6,688-18.7% |
| Admin fee / account holder | $1,709 | $8,415-79.7% | $7,386-76.9% | $13,397-87.2% |