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 | $174,125 | $112,096+55.3% | $95,952+81.5% | $158,922+9.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.27% | 171.09%-149.8pp | 91.61%-70.3pp | 302.83%-281.6pp |
| Employer contribution / active EE | $3,698 | $3,198+15.6% | $2,541+45.5% | $4,761-22.3% |
| Participant deferral / active EE | $7,172 | $4,784+49.9% | $4,167+72.1% | $5,982+19.9% |
| Admin fee / account holder | $4,853 | $10,130-52.1% | $6,795-28.6% | $11,246-56.8% |