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 | $129,188 | $60,124+114.9% | $90,404+42.9% | $79,858+61.8% |
| Participation rate | 92.5% | 65.0%+27.5pp | 72.7%+19.8pp | 69.6%+22.8pp |
| Annual return | 37.60% | 71.94%-34.3pp | 1293.02%-1255.4pp | 31.71%+5.9pp |
| Employer contribution / active EE | $4,032 | $2,068+95.0% | $3,262+23.6% | $2,471+63.2% |
| Participant deferral / active EE | $7,252 | $2,938+146.8% | $3,963+83.0% | $3,740+93.9% |
| Admin fee / account holder | $4,214 | $3,976+6.0% | $5,611-24.9% | $5,306-20.6% |