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 | $118,003 | $81,208+45.3% | $98,907+19.3% | $79,858+47.8% |
| Participation rate | 96.9% | 72.5%+24.4pp | 76.0%+20.9pp | 69.6%+27.3pp |
| Annual return | 13.52% | 60.99%-47.5pp | 196.43%-182.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,491 | $1,960+78.2% | $2,689+29.8% | $2,471+41.3% |
| Participant deferral / active EE | $6,054 | $3,265+85.4% | $4,244+42.6% | $3,740+61.9% |
| Admin fee / account holder | $2,483 | $6,013-58.7% | $6,642-62.6% | $5,306-53.2% |