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 | $135,163 | $54,705+147.1% | $71,209+89.8% | $84,808+59.4% |
| Participation rate | 96.0% | 64.1%+31.9pp | 73.8%+22.2pp | 68.3%+27.7pp |
| Annual return | 51.55% | 35.90%+15.7pp | 282.51%-231.0pp | 40.90%+10.7pp |
| Employer contribution / active EE | $4,614 | $2,158+113.8% | $2,721+69.6% | $2,631+75.4% |
| Participant deferral / active EE | $11,332 | $3,030+274.0% | $4,175+171.4% | $4,212+169.1% |
| Admin fee / account holder | $10,600 | $4,863+117.9% | $5,349+98.2% | $7,344+44.3% |