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 | $230,122 | $83,902+174.3% | $167,512+37.4% | $84,808+171.3% |
| Participation rate | 93.3% | 66.5%+26.9pp | 77.1%+16.3pp | 68.3%+25.0pp |
| Annual return | 17.90% | 91.55%-73.7pp | 1615.79%-1597.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $7,616 | $2,264+236.4% | $3,882+96.2% | $2,631+189.5% |
| Participant deferral / active EE | $13,417 | $4,442+202.0% | $6,405+109.5% | $4,212+218.6% |
| Admin fee / account holder | $9,982 | $7,915+26.1% | $9,769+2.2% | $7,344+35.9% |