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 | $184,970 | $85,766+115.7% | $136,294+35.7% | $70,131+163.7% |
| Participation rate | 95.7% | 74.2%+21.6pp | 81.9%+13.8pp | 69.5%+26.2pp |
| Annual return | 33.61% | 31.45%+2.2pp | 5155.94%-5122.3pp | 73.14%-39.5pp |
| Employer contribution / active EE | $7,877 | $2,966+165.6% | $4,695+67.8% | $2,342+236.3% |
| Participant deferral / active EE | $8,091 | $5,051+60.2% | $6,247+29.5% | $3,332+142.8% |
| Admin fee / account holder | $20,200 | $5,420+272.7% | $9,243+118.5% | $4,645+334.8% |