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 | $171,015 | $54,705+212.6% | $71,209+140.2% | $84,808+101.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 17.04% | 35.90%-18.9pp | 282.51%-265.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $7,125 | $2,158+230.2% | $2,721+161.9% | $2,631+170.8% |
| Participant deferral / active EE | $4,487 | $3,030+48.1% | $4,175+7.5% | $4,212+6.5% |
| Admin fee / account holder | $3,515 | $4,863-27.7% | $5,349-34.3% | $7,344-52.1% |