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 | $179,578 | $83,902+114.0% | $167,512+7.2% | $84,808+111.7% |
| Participation rate | 84.8% | 66.5%+18.4pp | 77.1%+7.8pp | 68.3%+16.5pp |
| Annual return | 15.76% | 91.55%-75.8pp | 1615.79%-1600.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,976 | $2,264+119.8% | $3,882+28.2% | $2,631+89.1% |
| Participant deferral / active EE | $9,662 | $4,442+117.5% | $6,405+50.9% | $4,212+129.4% |
| Admin fee / account holder | $17,214 | $7,915+117.5% | $9,769+76.2% | $7,344+134.4% |