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 | $167,471 | $48,570+244.8% | $130,648+28.2% | $72,985+129.5% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 17.68% | 38.63%-20.9pp | 1708.96%-1691.3pp | 81.00%-63.3pp |
| Employer contribution / active EE | $2,604 | $1,334+95.2% | $4,092-36.4% | $2,440+6.7% |
| Participant deferral / active EE | $2,597 | $2,384+9.0% | $3,603-27.9% | $3,607-28.0% |
| Admin fee / account holder | $6,350 | $3,549+78.9% | $5,464+16.2% | $5,124+23.9% |