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 | $88,513 | $48,230+83.5% | $67,502+31.1% | $80,856+9.5% |
| Participation rate | 90.9% | 66.4%+24.5pp | 72.9%+18.0pp | 67.6%+23.3pp |
| Annual return | 29.50% | 18.28%+11.2pp | 3512.12%-3482.6pp | 35.59%-6.1pp |
| Employer contribution / active EE | $4,485 | $2,020+122.1% | $2,731+64.2% | $2,755+62.8% |
| Participant deferral / active EE | $1,521 | $2,924-48.0% | $4,000-62.0% | $4,296-64.6% |
| Admin fee / account holder | $6,979 | $3,681+89.6% | $3,998+74.6% | $6,918+0.9% |