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 5-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 | $139,026 | $68,346+103.4% | $94,646+46.9% | $75,163+85.0% |
| Participation rate | 88.9% | 76.1%+12.8pp | 80.8%+8.1pp | 67.2%+21.7pp |
| Annual return | 21.45% | 616.93%-595.5pp | 156.71%-135.3pp | 160.62%-139.2pp |
| Employer contribution / active EE | $5,127 | $2,701+89.8% | $3,672+39.6% | $2,670+92.0% |
| Participant deferral / active EE | $11,701 | $6,537+79.0% | $7,418+57.7% | $4,125+183.7% |
| Admin fee / account holder | $5,013 | $5,326-5.9% | $7,231-30.7% | $5,651-11.3% |