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 | $169,466 | $70,428+140.6% | $96,562+75.5% | $85,850+97.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 18.80% | 18.59%+0.2pp | 37.78%-19.0pp | 318.53%-299.7pp |
| Employer contribution / active EE | $6,585 | $1,413+366.0% | $2,356+179.4% | $2,565+156.7% |
| Participant deferral / active EE | $7,588 | $2,894+162.2% | $3,849+97.1% | $3,952+92.0% |
| Admin fee / account holder | $2,597 | $4,997-48.0% | $6,181-58.0% | $6,260-58.5% |