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 | $178,739 | $88,751+101.4% | $81,812+118.5% | $145,922+22.5% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.3%+20.5pp | 80.3%+12.6pp |
| Annual return | 12.50% | 1025.40%-1012.9pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $6,404 | $3,083+107.7% | $2,912+119.9% | $4,660+37.4% |
| Participant deferral / active EE | $7,391 | $4,643+59.2% | $4,319+71.2% | $6,688+10.5% |
| Admin fee / account holder | $5,018 | $8,415-40.4% | $7,386-32.1% | $13,397-62.5% |