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 | $156,909 | $65,041+141.2% | $90,951+72.5% | $79,858+96.5% |
| Participation rate | 92.3% | 61.6%+30.7pp | 69.0%+23.3pp | 69.6%+22.7pp |
| Annual return | 13.27% | 30.45%-17.2pp | 134.60%-121.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,890 | $1,247+131.7% | $2,122+36.2% | $2,471+17.0% |
| Participant deferral / active EE | $5,281 | $2,512+110.3% | $3,373+56.6% | $3,740+41.2% |
| Admin fee / account holder | $21,651 | $4,536+377.3% | $5,959+263.4% | $5,306+308.0% |