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 | $138,894 | $55,415+150.6% | $155,509-10.7% | $74,495+86.4% |
| Participation rate | 72.0% | 61.9%+10.1pp | 78.2%-6.2pp | 67.2%+4.8pp |
| Annual return | 14.32% | 268.50%-254.2pp | 64.67%-50.3pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $4,839 | $2,267+113.5% | $4,672+3.6% | $2,623+84.5% |
| Participant deferral / active EE | $5,474 | $2,836+93.0% | $5,626-2.7% | $4,346+26.0% |
| Admin fee / account holder | $32,325 | $1,738+1759.6% | $15,912+103.1% | $1,942+1564.7% |