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 | $129,285 | $57,281+125.7% | $86,612+49.3% | $75,163+72.0% |
| Participation rate | 87.0% | 63.2%+23.8pp | 71.7%+15.3pp | 67.2%+19.8pp |
| Annual return | 23.56% | 2670.75%-2647.2pp | 591.07%-567.5pp | 160.62%-137.1pp |
| Employer contribution / active EE | $2,323 | $2,314+0.3% | $3,022-23.2% | $2,670-13.0% |
| Participant deferral / active EE | $6,342 | $3,318+91.1% | $4,438+42.9% | $4,125+53.7% |
| Admin fee / account holder | $4,260 | $4,112+3.6% | $5,614-24.1% | $5,651-24.6% |