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 | $116,758 | $57,281+103.8% | $86,612+34.8% | $75,163+55.3% |
| Participation rate | 84.1% | 63.2%+20.9pp | 71.7%+12.4pp | 67.2%+16.9pp |
| Annual return | 15.57% | 2670.75%-2655.2pp | 591.07%-575.5pp | 160.62%-145.0pp |
| Employer contribution / active EE | $3,380 | $2,314+46.0% | $3,022+11.8% | $2,670+26.6% |
| Participant deferral / active EE | $5,736 | $3,318+72.9% | $4,438+29.3% | $4,125+39.1% |
| Admin fee / account holder | $25,148 | $4,112+511.6% | $5,614+347.9% | $5,651+345.0% |