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 | $147,347 | $63,346+132.6% | $92,233+59.8% | $70,131+110.1% |
| Participation rate | 91.2% | 68.7%+22.5pp | 76.5%+14.7pp | 69.5%+21.6pp |
| Annual return | 19.55% | 530.12%-510.6pp | 176.28%-156.7pp | 73.14%-53.6pp |
| Employer contribution / active EE | $4,412 | $2,471+78.5% | $3,679+19.9% | $2,342+88.3% |
| Participant deferral / active EE | $4,648 | $2,854+62.9% | $3,897+19.3% | $3,332+39.5% |
| Admin fee / account holder | $3,984 | $3,840+3.7% | $5,194-23.3% | $4,645-14.2% |