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 | $234,289 | $83,902+179.2% | $167,512+39.9% | $84,808+176.3% |
| Participation rate | 91.4% | 66.5%+24.9pp | 77.1%+14.3pp | 68.3%+23.0pp |
| Annual return | 18.82% | 91.55%-72.7pp | 1615.79%-1597.0pp | 40.90%-22.1pp |
| Employer contribution / active EE | $13,009 | $2,264+474.6% | $3,882+235.1% | $2,631+394.4% |
| Participant deferral / active EE | $18,863 | $4,442+324.6% | $6,405+194.5% | $4,212+347.9% |
| Admin fee / account holder | $8,958 | $7,915+13.2% | $9,769-8.3% | $7,344+22.0% |