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 | $172,933 | $89,355+93.5% | $141,162+22.5% | $72,985+136.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.11% | 111.85%-89.7pp | 71.39%-49.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $3,865 | $3,114+24.1% | $4,735-18.4% | $2,440+58.4% |
| Participant deferral / active EE | $5,883 | $5,418+8.6% | $6,709-12.3% | $3,607+63.1% |
| Admin fee / account holder | $18,147 | $5,958+204.6% | $10,261+76.9% | $5,124+254.1% |