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 | $186,011 | $85,766+116.9% | $136,294+36.5% | $70,131+165.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.47% | 31.45%-14.0pp | 5155.94%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $5,650 | $2,966+90.5% | $4,695+20.3% | $2,342+141.2% |
| Participant deferral / active EE | $6,057 | $5,051+19.9% | $6,247-3.1% | $3,332+81.8% |
| Admin fee / account holder | $20,422 | $5,420+276.8% | $9,243+120.9% | $4,645+339.6% |