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 | $166,820 | $49,227+238.9% | $70,449+136.8% | $79,858+108.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.12% | 30.06%-16.9pp | 109.03%-95.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $9,680 | $2,099+361.2% | $2,737+253.7% | $2,471+291.8% |
| Participant deferral / active EE | $12,367 | $2,768+346.9% | $3,709+233.5% | $3,740+230.7% |
| Admin fee / account holder | $3,574 | $2,878+24.2% | $3,845-7.0% | $5,306-32.6% |