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 | $174,503 | $52,279+233.8% | $89,391+95.2% | $79,858+118.5% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 13.48% | 22.16%-8.7pp | 245.62%-232.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $7,752 | $1,572+393.3% | $2,586+199.8% | $2,471+213.7% |
| Participant deferral / active EE | $10,480 | $2,740+282.5% | $3,890+169.4% | $3,740+180.2% |
| Admin fee / account holder | $26,034 | $3,356+675.7% | $4,881+433.3% | $5,306+390.6% |