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 | $167,921 | $81,208+106.8% | $98,907+69.8% | $79,858+110.3% |
| Participation rate | 85.7% | 72.5%+13.2pp | 76.0%+9.7pp | 69.6%+16.1pp |
| Annual return | 16.52% | 60.99%-44.5pp | 196.43%-179.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $4,572 | $1,960+133.3% | $2,689+70.0% | $2,471+85.1% |
| Participant deferral / active EE | $13,784 | $3,265+322.2% | $4,244+224.8% | $3,740+268.6% |
| Admin fee / account holder | $9,846 | $6,013+63.7% | $6,642+48.2% | $5,306+85.6% |