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 | $135,562 | $63,346+114.0% | $92,233+47.0% | $70,131+93.3% |
| Participation rate | 98.8% | 68.7%+30.1pp | 76.5%+22.3pp | 69.5%+29.2pp |
| Annual return | 17.79% | 530.12%-512.3pp | 176.28%-158.5pp | 73.14%-55.4pp |
| Employer contribution / active EE | $4,944 | $2,471+100.1% | $3,679+34.4% | $2,342+111.1% |
| Participant deferral / active EE | $5,225 | $2,854+83.1% | $3,897+34.1% | $3,332+56.8% |
| Admin fee / account holder | $5,278 | $3,840+37.4% | $5,194+1.6% | $4,645+13.6% |