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 6-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 | $131,005 | $48,046+172.7% | $84,611+54.8% | $72,985+79.5% |
| Participation rate | 78.7% | 57.6%+21.1pp | 68.2%+10.5pp | 69.5%+9.2pp |
| Annual return | 22.51% | 37.38%-14.9pp | 258.74%-236.2pp | 81.00%-58.5pp |
| Employer contribution / active EE | $5,458 | $1,602+240.7% | $2,652+105.8% | $2,440+123.7% |
| Participant deferral / active EE | $4,231 | $2,680+57.8% | $3,899+8.5% | $3,607+17.3% |
| Admin fee / account holder | $4,822 | $3,395+42.0% | $4,912-1.8% | $5,124-5.9% |