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 | $172,449 | $65,409+163.6% | $98,442+75.2% | $85,850+100.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.71% | 21.76%-8.1pp | 1492.73%-1479.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $2,997 | $2,168+38.3% | $2,960+1.3% | $2,565+16.8% |
| Participant deferral / active EE | $8,522 | $3,166+169.1% | $4,276+99.3% | $3,952+115.7% |
| Admin fee / account holder | $17,163 | $4,593+273.7% | $5,949+188.5% | $6,260+174.2% |