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 | $134,317 | $96,128+39.7% | $136,007-1.2% | $80,856+66.1% |
| Participation rate | 80.0% | 71.2%+8.8pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 15.93% | 28.71%-12.8pp | 579.32%-563.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $5,696 | $3,351+70.0% | $4,217+35.1% | $2,755+106.8% |
| Participant deferral / active EE | $7,851 | $5,709+37.5% | $7,025+11.8% | $4,296+82.8% |
| Admin fee / account holder | $33,103 | $8,236+301.9% | $6,858+382.7% | $6,918+378.5% |