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 | $155,826 | $48,230+223.1% | $67,502+130.8% | $80,856+92.7% |
| Participation rate | 89.3% | 66.4%+22.9pp | 72.9%+16.4pp | 67.6%+21.6pp |
| Annual return | 14.34% | 18.28%-3.9pp | 3512.12%-3497.8pp | 35.59%-21.3pp |
| Employer contribution / active EE | $6,669 | $2,020+230.2% | $2,731+144.2% | $2,755+142.1% |
| Participant deferral / active EE | $7,172 | $2,924+145.3% | $4,000+79.3% | $4,296+67.0% |
| Admin fee / account holder | $767 | $3,681-79.2% | $3,998-80.8% | $6,918-88.9% |