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 | $161,054 | $80,753+99.4% | $136,294+18.2% | $62,292+158.5% |
| Participation rate | 99.0% | 73.5%+25.5pp | 81.9%+17.1pp | 69.5%+29.5pp |
| Annual return | 44.61% | 35.83%+8.8pp | 5155.94%-5111.3pp | 28.90%+15.7pp |
| Employer contribution / active EE | $6,365 | $2,884+120.7% | $4,695+35.6% | $2,042+211.7% |
| Participant deferral / active EE | $6,146 | $5,164+19.0% | $6,247-1.6% | $3,169+93.9% |
| Admin fee / account holder | $11,418 | $525+2073.1% | $9,243+23.5% | $479+2282.0% |