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 | $176,739 | $85,766+106.1% | $136,294+29.7% | $70,131+152.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.74% | 31.45%-11.7pp | 5155.94%-5136.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $3,840 | $2,966+29.5% | $4,695-18.2% | $2,342+63.9% |
| Participant deferral / active EE | $7,067 | $5,051+39.9% | $6,247+13.1% | $3,332+112.1% |
| Admin fee / account holder | $10,478 | $5,420+93.3% | $9,243+13.4% | $4,645+125.6% |