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 | $112,506 | $58,726+91.6% | $92,233+22.0% | $62,292+80.6% |
| Participation rate | 84.1% | 68.3%+15.7pp | 76.5%+7.6pp | 69.5%+14.6pp |
| Annual return | 17.12% | 43.62%-26.5pp | 176.28%-159.2pp | 28.90%-11.8pp |
| Employer contribution / active EE | $5,054 | $2,392+111.3% | $3,679+37.4% | $2,042+147.5% |
| Participant deferral / active EE | $4,570 | $2,766+65.2% | $3,897+17.3% | $3,169+44.2% |
| Admin fee / account holder | $14,201 | $556+2452.1% | $5,194+173.4% | $479+2862.6% |