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 | $194,877 | $100,041+94.8% | $149,718+30.2% | $70,131+177.9% |
| Participation rate | 93.9% | 83.6%+10.3pp | 87.1%+6.8pp | 69.5%+24.3pp |
| Annual return | 23.17% | 27.43%-4.3pp | 1501.63%-1478.5pp | 73.14%-50.0pp |
| Employer contribution / active EE | $8,402 | $3,662+129.5% | $5,445+54.3% | $2,342+258.7% |
| Participant deferral / active EE | $12,916 | $4,983+159.2% | $6,569+96.6% | $3,332+287.7% |
| Admin fee / account holder | $13,177 | $8,286+59.0% | $11,283+16.8% | $4,645+183.7% |