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 | $172,544 | $90,600+90.4% | $79,464+117.1% | $135,375+27.5% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | 15.30% | 977.43%-962.1pp | 718.14%-702.8pp | 519.73%-504.4pp |
| Employer contribution / active EE | $5,246 | $3,068+71.0% | $2,800+87.3% | $4,779+9.8% |
| Participant deferral / active EE | $8,252 | $4,050+103.7% | $3,704+122.8% | $5,609+47.1% |
| Admin fee / account holder | $11,300 | $5,907+91.3% | $5,113+121.0% | $10,827+4.4% |