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 | $181,005 | $48,570+272.7% | $130,648+38.5% | $72,985+148.0% |
| Participation rate | 83.3% | 58.6%+24.8pp | 71.7%+11.6pp | 69.5%+13.8pp |
| Annual return | 22.02% | 38.63%-16.6pp | 1708.96%-1686.9pp | 81.00%-59.0pp |
| Employer contribution / active EE | $2,801 | $1,334+110.0% | $4,092-31.5% | $2,440+14.8% |
| Participant deferral / active EE | $7,001 | $2,384+193.7% | $3,603+94.3% | $3,607+94.1% |
| Admin fee / account holder | $3,289 | $3,549-7.3% | $5,464-39.8% | $5,124-35.8% |