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 | $153,536 | $99,020+55.1% | $86,590+77.3% | $147,584+4.0% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 12.80% | 1312.34%-1299.5pp | 964.84%-952.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,196 | $3,132-29.9% | $2,839-22.7% | $4,876-55.0% |
| Participant deferral / active EE | $9,327 | $3,972+134.8% | $3,609+158.5% | $5,439+71.5% |
| Admin fee / account holder | $7,001 | $5,710+22.6% | $4,906+42.7% | $10,885-35.7% |