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 4-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 | $168,436 | $101,724+65.6% | $164,813+2.2% | $80,856+108.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.52% | 16.72%-5.2pp | 69.93%-58.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $11,594 | $2,953+292.6% | $4,341+167.1% | $2,755+320.9% |
| Participant deferral / active EE | $5,081 | $4,477+13.5% | $6,031-15.8% | $4,296+18.3% |
| Admin fee / account holder | $13,348 | $8,227+62.2% | $12,690+5.2% | $6,918+92.9% |