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 | $184,091 | $94,625+94.5% | $116,228+58.4% | $84,808+117.1% |
| Participation rate | 98.1% | 70.4%+27.7pp | 74.6%+23.6pp | 68.3%+29.8pp |
| Annual return | 55.14% | 20.40%+34.7pp | 90.06%-34.9pp | 40.90%+14.2pp |
| Employer contribution / active EE | $4,428 | $2,347+88.7% | $2,994+47.9% | $2,631+68.3% |
| Participant deferral / active EE | $4,897 | $3,972+23.3% | $4,953-1.1% | $4,212+16.3% |
| Admin fee / account holder | $69,786 | $10,091+591.6% | $11,989+482.1% | $7,344+850.3% |