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 | $190,309 | $83,902+126.8% | $167,512+13.6% | $84,808+124.4% |
| Participation rate | 97.0% | 66.5%+30.5pp | 77.1%+19.9pp | 68.3%+28.7pp |
| Annual return | 19.71% | 91.55%-71.8pp | 1615.79%-1596.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,610 | $2,264+59.5% | $3,882-7.0% | $2,631+37.2% |
| Participant deferral / active EE | $5,085 | $4,442+14.5% | $6,405-20.6% | $4,212+20.7% |
| Admin fee / account holder | $31,519 | $7,915+298.2% | $9,769+222.6% | $7,344+329.2% |