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 | $189,496 | $63,346+199.1% | $92,233+105.5% | $70,131+170.2% |
| Participation rate | 92.5% | 68.7%+23.9pp | 76.5%+16.1pp | 69.5%+23.0pp |
| Annual return | 177.40% | 530.12%-352.7pp | 176.28%+1.1pp | 73.14%+104.3pp |
| Employer contribution / active EE | $4,870 | $2,471+97.1% | $3,679+32.3% | $2,342+107.9% |
| Participant deferral / active EE | $3,940 | $2,854+38.1% | $3,897+1.1% | $3,332+18.3% |
| Admin fee / account holder | $3,911 | $3,840+1.8% | $5,194-24.7% | $4,645-15.8% |