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 | $127,208 | $58,208+118.5% | $81,812+55.5% | $80,856+57.3% |
| Participation rate | 95.2% | 63.4%+31.8pp | 72.3%+22.9pp | 67.6%+27.6pp |
| Annual return | 12.53% | 41.66%-29.1pp | 773.79%-761.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,965 | $2,340+26.7% | $2,912+1.8% | $2,755+7.6% |
| Participant deferral / active EE | $8,746 | $3,281+166.6% | $4,319+102.5% | $4,296+103.6% |
| Admin fee / account holder | $1,576 | $4,981-68.4% | $7,386-78.7% | $6,918-77.2% |