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 | $168,781 | $85,202+98.1% | $172,739-2.3% | $72,985+131.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.07% | 27.32%-9.3pp | 802.84%-784.8pp | 81.00%-62.9pp |
| Employer contribution / active EE | $6,792 | $3,324+104.3% | $5,143+32.1% | $2,440+178.4% |
| Participant deferral / active EE | $13,237 | $3,260+306.0% | $5,198+154.7% | $3,607+266.9% |
| Admin fee / account holder | $27,793 | $5,884+372.4% | $13,954+99.2% | $5,124+442.4% |