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 | $99,715 | $60,323+65.3% | $81,812+21.9% | $74,495+33.9% |
| Participation rate | 97.2% | 62.9%+34.3pp | 72.3%+24.9pp | 67.2%+30.0pp |
| Annual return | 12.37% | 16.90%-4.5pp | 773.79%-761.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $10,386 | $2,620+296.4% | $2,912+256.6% | $2,623+296.0% |
| Participant deferral / active EE | $8,211 | $3,387+142.4% | $4,319+90.1% | $4,346+88.9% |
| Admin fee / account holder | $5,633 | $1,486+279.1% | $7,386-23.7% | $1,942+190.1% |