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 | $179,452 | $77,145+132.6% | $108,410+65.5% | $85,850+109.0% |
| Participation rate | 90.0% | 74.7%+15.3pp | 80.1%+9.9pp | 69.3%+20.7pp |
| Annual return | 13.43% | 44.54%-31.1pp | 905.27%-891.8pp | 318.53%-305.1pp |
| Employer contribution / active EE | $3,048 | $2,379+28.1% | $3,558-14.3% | $2,565+18.8% |
| Participant deferral / active EE | $7,667 | $5,566+37.7% | $6,563+16.8% | $3,952+94.0% |
| Admin fee / account holder | $14,899 | $5,172+188.1% | $7,295+104.2% | $6,260+138.0% |