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 | $135,407 | $78,483+72.5% | $106,201+27.5% | $74,546+81.6% |
| Participation rate | 94.8% | 72.8%+22.0pp | 75.3%+19.5pp | 67.2%+27.6pp |
| Annual return | 58.42% | 15.94%+42.5pp | 116.26%-57.8pp | 1366.03%-1307.6pp |
| Employer contribution / active EE | $8,156 | $2,522+223.4% | $3,170+157.3% | $2,624+210.8% |
| Participant deferral / active EE | $8,006 | $4,320+85.3% | $5,012+59.7% | $4,347+84.1% |
| Admin fee / account holder | $7,249 | $2,236+224.3% | $11,039-34.3% | $1,944+273.0% |