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 | $175,003 | $109,881+59.3% | $150,045+16.6% | $84,808+106.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.96% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,989 | $3,561+40.1% | $4,693+6.3% | $2,631+89.6% |
| Participant deferral / active EE | $12,761 | $6,636+92.3% | $7,997+59.6% | $4,212+203.0% |
| Admin fee / account holder | $34,562 | $8,568+303.4% | $13,435+157.3% | $7,344+370.6% |