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 | $120,935 | $57,281+111.1% | $86,612+39.6% | $75,163+60.9% |
| Participation rate | 82.1% | 63.2%+18.9pp | 71.7%+10.4pp | 67.2%+14.9pp |
| Annual return | 16.50% | 2670.75%-2654.2pp | 591.07%-574.6pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,899 | $2,314+68.4% | $3,022+29.0% | $2,670+46.0% |
| Participant deferral / active EE | $5,747 | $3,318+73.2% | $4,438+29.5% | $4,125+39.3% |
| Admin fee / account holder | $5,522 | $4,112+34.3% | $5,614-1.6% | $5,651-2.3% |