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 | $171,394 | $85,202+101.2% | $172,739-0.8% | $72,985+134.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.85% | 27.32%-6.5pp | 802.84%-782.0pp | 81.00%-60.1pp |
| Employer contribution / active EE | $4,345 | $3,324+30.7% | $5,143-15.5% | $2,440+78.1% |
| Participant deferral / active EE | $4,011 | $3,260+23.0% | $5,198-22.8% | $3,607+11.2% |
| Admin fee / account holder | $6,565 | $5,884+11.6% | $13,954-53.0% | $5,124+28.1% |