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 | $124,299 | $59,101+110.3% | $77,163+61.1% | $75,163+65.4% |
| Participation rate | 92.1% | 63.9%+28.2pp | 69.6%+22.5pp | 67.2%+24.9pp |
| Annual return | 43.60% | 26.71%+16.9pp | 37.87%+5.7pp | 160.62%-117.0pp |
| Employer contribution / active EE | $6,580 | $1,995+229.8% | $2,535+159.6% | $2,670+146.4% |
| Participant deferral / active EE | $5,364 | $2,999+78.9% | $3,833+39.9% | $4,125+30.0% |
| Admin fee / account holder | $12,224 | $4,774+156.0% | $5,472+123.4% | $5,651+116.3% |