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 | $122,150 | $60,124+103.2% | $90,404+35.1% | $79,858+53.0% |
| Participation rate | 96.3% | 65.0%+31.3pp | 72.7%+23.6pp | 69.6%+26.7pp |
| Annual return | 15.90% | 71.94%-56.0pp | 1293.02%-1277.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $6,333 | $2,068+206.3% | $3,262+94.1% | $2,471+156.3% |
| Participant deferral / active EE | $11,371 | $2,938+287.0% | $3,963+186.9% | $3,740+204.0% |
| Admin fee / account holder | $3,004 | $3,976-24.4% | $5,611-46.5% | $5,306-43.4% |