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 | $164,231 | $53,516+206.9% | $126,539+29.8% | $84,808+93.7% |
| Participation rate | 90.0% | 58.2%+31.8pp | 69.8%+20.2pp | 68.3%+21.7pp |
| Annual return | 13.28% | 58.34%-45.1pp | 425.95%-412.7pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,954 | $1,535+222.8% | $3,674+34.8% | $2,631+88.3% |
| Participant deferral / active EE | $6,072 | $2,671+127.3% | $4,083+48.7% | $4,212+44.2% |
| Admin fee / account holder | $45,190 | $4,497+905.0% | $6,065+645.2% | $7,344+515.4% |