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 | $147,979 | $58,208+154.2% | $81,812+80.9% | $80,856+83.0% |
| Participation rate | 82.8% | 63.4%+19.3pp | 72.3%+10.4pp | 67.6%+15.1pp |
| Annual return | 47.56% | 41.66%+5.9pp | 773.79%-726.2pp | 35.59%+12.0pp |
| Employer contribution / active EE | $1,418 | $2,340-39.4% | $2,912-51.3% | $2,755-48.5% |
| Participant deferral / active EE | $7,047 | $3,281+114.8% | $4,319+63.2% | $4,296+64.0% |
| Admin fee / account holder | $5,129 | $4,981+3.0% | $7,386-30.6% | $6,918-25.9% |