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 | $133,054 | $63,745+108.7% | $98,442+35.2% | $79,386+67.6% |
| Participation rate | 97.1% | 69.9%+27.2pp | 73.3%+23.8pp | 70.7%+26.4pp |
| Annual return | 32.79% | 625.80%-593.0pp | 1492.73%-1459.9pp | 116.85%-84.1pp |
| Employer contribution / active EE | $4,500 | $2,557+76.0% | $2,960+52.0% | $2,427+85.4% |
| Participant deferral / active EE | $4,491 | $3,303+36.0% | $4,276+5.0% | $4,046+11.0% |
| Admin fee / account holder | $759 | $516+47.2% | $5,949-87.2% | $626+21.1% |