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 | $141,592 | $64,324+120.1% | $118,925+19.1% | $79,858+77.3% |
| Participation rate | 93.9% | 64.9%+29.1pp | 75.4%+18.6pp | 69.6%+24.3pp |
| Annual return | 13.03% | 86.45%-73.4pp | 35.88%-22.8pp | 31.71%-18.7pp |
| Employer contribution / active EE | $3,594 | $1,836+95.7% | $3,263+10.1% | $2,471+45.4% |
| Participant deferral / active EE | $5,946 | $2,824+110.6% | $4,265+39.4% | $3,740+59.0% |
| Admin fee / account holder | $9,676 | $4,040+139.5% | $6,581+47.0% | $5,306+82.4% |