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 | $160,581 | $57,281+180.3% | $86,612+85.4% | $75,163+113.6% |
| Participation rate | 86.3% | 63.2%+23.1pp | 71.7%+14.6pp | 67.2%+19.1pp |
| Annual return | 20.55% | 2670.75%-2650.2pp | 591.07%-570.5pp | 160.62%-140.1pp |
| Employer contribution / active EE | $5,437 | $2,314+134.9% | $3,022+79.9% | $2,670+103.6% |
| Participant deferral / active EE | $4,397 | $3,318+32.5% | $4,438-0.9% | $4,125+6.6% |
| Admin fee / account holder | $9,283 | $4,112+125.8% | $5,614+65.3% | $5,651+64.3% |