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 | $144,890 | $70,669+105.0% | $169,368-14.5% | $75,163+92.8% |
| Participation rate | 80.0% | 64.8%+15.2pp | 77.1%+2.9pp | 67.2%+12.8pp |
| Annual return | 17.46% | 36.36%-18.9pp | 405.60%-388.1pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,963 | $2,211+79.2% | $4,013-1.2% | $2,670+48.4% |
| Participant deferral / active EE | $11,343 | $4,311+163.1% | $6,221+82.3% | $4,125+175.0% |
| Admin fee / account holder | $8,334 | $5,402+54.3% | $9,003-7.4% | $5,651+47.5% |