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 | $176,198 | $48,570+262.8% | $130,648+34.9% | $72,985+141.4% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 28.07% | 38.63%-10.6pp | 1708.96%-1680.9pp | 81.00%-52.9pp |
| Employer contribution / active EE | $8,275 | $1,334+520.3% | $4,092+102.2% | $2,440+239.2% |
| Participant deferral / active EE | $8,007 | $2,384+235.9% | $3,603+122.3% | $3,607+122.0% |
| Admin fee / account holder | $5,927 | $3,549+67.0% | $5,464+8.5% | $5,124+15.7% |