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 | $181,997 | $77,899+133.6% | $149,673+21.6% | $75,163+142.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.82% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $12,919 | $3,137+311.8% | $4,818+168.2% | $2,670+383.9% |
| Participant deferral / active EE | $7,262 | $3,411+112.9% | $5,680+27.9% | $4,125+76.1% |
| Admin fee / account holder | $16,507 | $5,956+177.1% | $13,210+25.0% | $5,651+192.1% |