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 | $118,800 | $49,922+138.0% | $80,569+47.5% | $75,163+58.1% |
| Participation rate | 90.7% | 55.3%+35.4pp | 67.0%+23.7pp | 67.2%+23.5pp |
| Annual return | 15.55% | 34.69%-19.1pp | 935.43%-919.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $6,709 | $1,698+295.1% | $2,723+146.4% | $2,670+151.3% |
| Participant deferral / active EE | $10,464 | $2,990+249.9% | $4,447+135.3% | $4,125+153.7% |
| Admin fee / account holder | $5,580 | $3,577+56.0% | $5,377+3.8% | $5,651-1.3% |