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 5-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 | $157,697 | $124,425+26.7% | $112,040+40.8% | $137,256+14.9% |
| Participation rate | 90.5% | 79.3%+11.2pp | 76.5%+14.0pp | 80.0%+10.5pp |
| Annual return | 98.57% | 24.72%+73.9pp | 24.52%+74.0pp | 220.34%-121.8pp |
| Employer contribution / active EE | $18,925 | $3,411+454.8% | $2,954+540.7% | $4,156+355.4% |
| Participant deferral / active EE | $17,995 | $5,718+214.7% | $5,098+253.0% | $6,407+180.9% |
| Admin fee / account holder | $11,088 | $15,207-27.1% | $12,098-8.4% | $12,270-9.6% |