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 | $149,682 | $81,208+84.3% | $98,907+51.3% | $79,858+87.4% |
| Participation rate | 86.4% | 72.5%+13.9pp | 76.0%+10.4pp | 69.6%+16.8pp |
| Annual return | 15.80% | 60.99%-45.2pp | 196.43%-180.6pp | 31.71%-15.9pp |
| Employer contribution / active EE | $3,207 | $1,960+63.7% | $2,689+19.3% | $2,471+29.8% |
| Participant deferral / active EE | $5,603 | $3,265+71.6% | $4,244+32.0% | $3,740+49.8% |
| Admin fee / account holder | $10,478 | $6,013+74.3% | $6,642+57.8% | $5,306+97.5% |