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 | $170,712 | $100,041+70.6% | $149,718+14.0% | $70,131+143.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 33.80% | 27.43%+6.4pp | 1501.63%-1467.8pp | 73.14%-39.3pp |
| Employer contribution / active EE | $13,892 | $3,662+279.4% | $5,445+155.1% | $2,342+493.0% |
| Participant deferral / active EE | $15,148 | $4,983+204.0% | $6,569+130.6% | $3,332+354.6% |
| Admin fee / account holder | $8,789 | $8,286+6.1% | $11,283-22.1% | $4,645+89.2% |