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 | $140,865 | $65,409+115.4% | $98,442+43.1% | $85,850+64.1% |
| Participation rate | 95.7% | 65.0%+30.7pp | 73.3%+22.4pp | 69.3%+26.4pp |
| Annual return | 35.16% | 21.76%+13.4pp | 1492.73%-1457.6pp | 318.53%-283.4pp |
| Employer contribution / active EE | $4,773 | $2,168+120.2% | $2,960+61.3% | $2,565+86.1% |
| Participant deferral / active EE | $5,086 | $3,166+60.6% | $4,276+18.9% | $3,952+28.7% |
| Admin fee / account holder | $6,990 | $4,593+52.2% | $5,949+17.5% | $6,260+11.7% |