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 | $162,136 | $102,317+58.5% | $146,958+10.3% | $80,856+100.5% |
| Participation rate | 82.8% | 75.8%+6.9pp | 82.2%+0.6pp | 67.6%+15.1pp |
| Annual return | 15.92% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $20,431 | $3,713+450.2% | $4,933+314.2% | $2,755+641.7% |
| Participant deferral / active EE | $20,503 | $6,644+208.6% | $8,070+154.1% | $4,296+377.3% |
| Admin fee / account holder | $41,957 | $7,941+428.3% | $12,998+222.8% | $6,918+506.5% |