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 | $171,986 | $53,777+219.8% | $134,143+28.2% | $79,858+115.4% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 17.52% | 19.01%-1.5pp | 36.33%-18.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $4,388 | $1,321+232.1% | $3,704+18.5% | $2,471+77.6% |
| Participant deferral / active EE | $10,096 | $2,420+317.2% | $3,499+188.5% | $3,740+169.9% |
| Admin fee / account holder | $3,317 | $3,984-16.7% | $6,684-50.4% | $5,306-37.5% |