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 | $165,568 | $85,766+93.0% | $136,294+21.5% | $70,131+136.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.02% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $17,166 | $2,966+478.7% | $4,695+265.6% | $2,342+632.8% |
| Participant deferral / active EE | $9,982 | $5,051+97.6% | $6,247+59.8% | $3,332+199.6% |
| Admin fee / account holder | $7,783 | $5,420+43.6% | $9,243-15.8% | $4,645+67.6% |