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 7-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 | $137,562 | $30,400+352.5% | $53,898+155.2% | $84,808+62.2% |
| Participation rate | 84.0% | 46.4%+37.6pp | 55.0%+29.0pp | 68.3%+15.7pp |
| Annual return | 15.49% | 500.19%-484.7pp | 528.60%-513.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,816 | $603+201.4% | $932+94.9% | $2,631-31.0% |
| Participant deferral / active EE | $5,222 | $1,199+335.7% | $1,826+185.9% | $4,212+24.0% |
| Admin fee / account holder | $2,722 | $1,993+36.5% | $2,491+9.3% | $7,344-62.9% |