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 | $173,554 | $65,409+165.3% | $98,442+76.3% | $85,850+102.2% |
| Participation rate | 84.8% | 65.0%+19.8pp | 73.3%+11.4pp | 69.3%+15.5pp |
| Annual return | 11.79% | 21.76%-10.0pp | 1492.73%-1480.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $4,007 | $2,168+84.9% | $2,960+35.4% | $2,565+56.2% |
| Participant deferral / active EE | $8,298 | $3,166+162.1% | $4,276+94.1% | $3,952+110.0% |
| Admin fee / account holder | $8,360 | $4,593+82.0% | $5,949+40.5% | $6,260+33.5% |