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 | $142,891 | $48,570+194.2% | $130,648+9.4% | $72,985+95.8% |
| Participation rate | 85.7% | 58.6%+27.1pp | 71.7%+14.0pp | 69.5%+16.2pp |
| Annual return | 20.86% | 38.63%-17.8pp | 1708.96%-1688.1pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,701 | $1,334+27.5% | $4,092-58.4% | $2,440-30.3% |
| Participant deferral / active EE | $5,673 | $2,384+138.0% | $3,603+57.5% | $3,607+57.3% |
| Admin fee / account holder | $1,239 | $3,549-65.1% | $5,464-77.3% | $5,124-75.8% |