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 | $158,848 | $70,669+124.8% | $169,368-6.2% | $75,163+111.3% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 22.04% | 36.36%-14.3pp | 405.60%-383.6pp | 160.62%-138.6pp |
| Employer contribution / active EE | $8,630 | $2,211+290.4% | $4,013+115.1% | $2,670+223.2% |
| Participant deferral / active EE | $16,343 | $4,311+279.1% | $6,221+162.7% | $4,125+296.2% |
| Admin fee / account holder | $6,508 | $5,402+20.5% | $9,003-27.7% | $5,651+15.2% |