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 | $137,482 | $85,766+60.3% | $136,294+0.9% | $70,131+96.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 16.50% | 31.45%-15.0pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $7,787 | $2,966+162.5% | $4,695+65.8% | $2,342+232.4% |
| Participant deferral / active EE | $8,794 | $5,051+74.1% | $6,247+40.8% | $3,332+163.9% |
| Admin fee / account holder | $9,781 | $5,420+80.4% | $9,243+5.8% | $4,645+110.6% |