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 | $167,860 | $89,355+87.9% | $141,162+18.9% | $72,985+130.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.68% | 111.85%-90.2pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $4,426 | $3,114+42.1% | $4,735-6.5% | $2,440+81.4% |
| Participant deferral / active EE | $6,891 | $5,418+27.2% | $6,709+2.7% | $3,607+91.0% |
| Admin fee / account holder | $11,839 | $5,958+98.7% | $10,261+15.4% | $5,124+131.0% |