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 | $170,134 | $83,902+102.8% | $167,512+1.6% | $84,808+100.6% |
| Participation rate | 83.6% | 66.5%+17.1pp | 77.1%+6.5pp | 68.3%+15.3pp |
| Annual return | 15.97% | 91.55%-75.6pp | 1615.79%-1599.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,610 | $2,264+15.3% | $3,882-32.8% | $2,631-0.8% |
| Participant deferral / active EE | $14,991 | $4,442+237.4% | $6,405+134.1% | $4,212+255.9% |
| Admin fee / account holder | $6,399 | $7,915-19.1% | $9,769-34.5% | $7,344-12.9% |