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 6-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 | $150,383 | $63,346+137.4% | $92,233+63.0% | $70,131+114.4% |
| Participation rate | 83.9% | 68.7%+15.2pp | 76.5%+7.4pp | 69.5%+14.3pp |
| Annual return | 15.91% | 530.12%-514.2pp | 176.28%-160.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $2,675 | $2,471+8.2% | $3,679-27.3% | $2,342+14.2% |
| Participant deferral / active EE | $4,762 | $2,854+66.9% | $3,897+22.2% | $3,332+42.9% |
| Admin fee / account holder | $6,231 | $3,840+62.3% | $5,194+20.0% | $4,645+34.1% |