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 | $175,259 | $97,125+80.4% | $86,233+103.2% | $137,256+27.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.52% | 74.19%-62.7pp | 61.39%-49.9pp | 220.34%-208.8pp |
| Employer contribution / active EE | $6,387 | $2,841+124.8% | $2,504+155.0% | $4,156+53.7% |
| Participant deferral / active EE | $8,443 | $5,180+63.0% | $4,559+85.2% | $6,407+31.8% |
| Admin fee / account holder | $18,422 | $9,725+89.4% | $8,342+120.8% | $12,270+50.1% |