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 | $171,282 | $89,355+91.7% | $141,162+21.3% | $72,985+134.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.70% | 111.85%-91.1pp | 71.39%-50.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $5,764 | $3,114+85.1% | $4,735+21.7% | $2,440+136.2% |
| Participant deferral / active EE | $7,829 | $5,418+44.5% | $6,709+16.7% | $3,607+117.0% |
| Admin fee / account holder | $9,523 | $5,958+59.8% | $10,261-7.2% | $5,124+85.8% |