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 | $162,689 | $85,202+90.9% | $172,739-5.8% | $72,985+122.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.35% | 27.32%-9.0pp | 802.84%-784.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $5,056 | $3,324+52.1% | $5,143-1.7% | $2,440+107.2% |
| Participant deferral / active EE | $13,597 | $3,260+317.1% | $5,198+161.6% | $3,607+276.9% |
| Admin fee / account holder | $45,590 | $5,884+674.8% | $13,954+226.7% | $5,124+789.7% |