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 | $243,001 | $63,861+280.5% | $104,607+132.3% | $79,858+204.3% |
| Participation rate | 86.5% | 64.9%+21.6pp | 74.1%+12.4pp | 69.6%+16.9pp |
| Annual return | 66.20% | 21.30%+44.9pp | 340.46%-274.3pp | 31.71%+34.5pp |
| Employer contribution / active EE | $2,667 | $1,588+67.9% | $2,681-0.5% | $2,471+7.9% |
| Participant deferral / active EE | $5,639 | $2,693+109.4% | $3,740+50.8% | $3,740+50.8% |
| Admin fee / account holder | $25,890 | $4,185+518.7% | $6,473+300.0% | $5,306+387.9% |