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 | $122,175 | $58,208+109.9% | $81,812+49.3% | $80,856+51.1% |
| Participation rate | 93.1% | 63.4%+29.7pp | 72.3%+20.8pp | 67.6%+25.5pp |
| Annual return | 12.43% | 41.66%-29.2pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,821 | $2,340+63.3% | $2,912+31.2% | $2,755+38.7% |
| Participant deferral / active EE | $5,881 | $3,281+79.2% | $4,319+36.2% | $4,296+36.9% |
| Admin fee / account holder | $11,242 | $4,981+125.7% | $7,386+52.2% | $6,918+62.5% |