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 | $165,637 | $78,422+111.2% | $95,952+72.6% | $79,858+107.4% |
| Participation rate | 93.6% | 73.5%+20.1pp | 77.1%+16.5pp | 69.6%+24.0pp |
| Annual return | 19.95% | 19.37%+0.6pp | 91.61%-71.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $3,141 | $1,945+61.5% | $2,541+23.6% | $2,471+27.1% |
| Participant deferral / active EE | $5,016 | $3,440+45.8% | $4,167+20.4% | $3,740+34.1% |
| Admin fee / account holder | $10,281 | $5,622+82.9% | $6,795+51.3% | $5,306+93.8% |