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 | $146,748 | $83,902+74.9% | $167,512-12.4% | $84,808+73.0% |
| Participation rate | 96.3% | 66.5%+29.8pp | 77.1%+19.2pp | 68.3%+28.0pp |
| Annual return | 18.93% | 91.55%-72.6pp | 1615.79%-1596.9pp | 40.90%-22.0pp |
| Employer contribution / active EE | $5,430 | $2,264+139.9% | $3,882+39.9% | $2,631+106.4% |
| Participant deferral / active EE | $6,661 | $4,442+49.9% | $6,405+4.0% | $4,212+58.2% |
| Admin fee / account holder | $7,753 | $7,915-2.1% | $9,769-20.6% | $7,344+5.6% |