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 | $149,556 | $52,279+186.1% | $89,391+67.3% | $79,858+87.3% |
| Participation rate | 86.9% | 57.5%+29.3pp | 68.0%+18.9pp | 69.6%+17.3pp |
| Annual return | 29.65% | 22.16%+7.5pp | 245.62%-216.0pp | 31.71%-2.1pp |
| Employer contribution / active EE | $3,350 | $1,572+113.2% | $2,586+29.6% | $2,471+35.6% |
| Participant deferral / active EE | $6,937 | $2,740+153.2% | $3,890+78.3% | $3,740+85.5% |
| Admin fee / account holder | $6,375 | $3,356+89.9% | $4,881+30.6% | $5,306+20.1% |