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 | $164,723 | $57,354+187.2% | $83,848+96.5% | $64,186+156.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 9.57% | 11.38%-1.8pp | 850.88%-841.3pp | 7.63%+1.9pp |
| Employer contribution / active EE | $5,080 | $2,545+99.6% | $3,631+39.9% | $2,381+113.4% |
| Participant deferral / active EE | $4,927 | $2,993+64.6% | $4,082+20.7% | $3,470+42.0% |
| Admin fee / account holder | $13,259 | $4,046+227.7% | $5,478+142.0% | $4,888+171.2% |