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 | $177,801 | $85,202+108.7% | $172,739+2.9% | $72,985+143.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.22% | 27.32%-10.1pp | 802.84%-785.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $6,799 | $3,324+104.5% | $5,143+32.2% | $2,440+178.6% |
| Participant deferral / active EE | $5,887 | $3,260+80.6% | $5,198+13.3% | $3,607+63.2% |
| Admin fee / account holder | $4,505 | $5,884-23.4% | $13,954-67.7% | $5,124-12.1% |