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 | $141,799 | $49,922+184.0% | $80,569+76.0% | $75,163+88.7% |
| Participation rate | 92.6% | 55.3%+37.3pp | 67.0%+25.6pp | 67.2%+25.4pp |
| Annual return | 20.98% | 34.69%-13.7pp | 935.43%-914.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $9,508 | $1,698+459.9% | $2,723+249.1% | $2,670+256.1% |
| Participant deferral / active EE | $11,856 | $2,990+296.5% | $4,447+166.6% | $4,125+187.4% |
| Admin fee / account holder | $3,974 | $3,577+11.1% | $5,377-26.1% | $5,651-29.7% |