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 | $137,663 | $47,479+189.9% | $62,929+118.8% | $82,448+67.0% |
| Participation rate | 90.6% | 66.9%+23.7pp | 73.1%+17.5pp | 68.1%+22.5pp |
| Annual return | 19.78% | 20.34%-0.6pp | 1063.93%-1044.1pp | 41.64%-21.9pp |
| Employer contribution / active EE | $6,773 | $1,885+259.2% | $2,505+170.4% | $2,551+165.5% |
| Participant deferral / active EE | $4,303 | $2,870+49.9% | $3,888+10.7% | $4,139+3.9% |
| Admin fee / account holder | $12,885 | $3,804+238.8% | $5,065+154.4% | $7,234+78.1% |