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 | $169,467 | $85,202+98.9% | $172,739-1.9% | $72,985+132.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 27.24% | 27.32%-0.1pp | 802.84%-775.6pp | 81.00%-53.8pp |
| Employer contribution / active EE | $7,618 | $3,324+129.2% | $5,143+48.1% | $2,440+212.2% |
| Participant deferral / active EE | $6,321 | $3,260+93.9% | $5,198+21.6% | $3,607+75.2% |
| Admin fee / account holder | $32,935 | $5,884+459.7% | $13,954+136.0% | $5,124+542.7% |