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 | $159,012 | $78,705+102.0% | $117,854+34.9% | $70,131+126.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.44% | 23.30%-6.9pp | 335.08%-318.6pp | 73.14%-56.7pp |
| Employer contribution / active EE | $6,116 | $2,223+175.1% | $3,786+61.5% | $2,342+161.1% |
| Participant deferral / active EE | $7,238 | $3,297+119.5% | $4,482+61.5% | $3,332+117.2% |
| Admin fee / account holder | $2,254 | $5,065-55.5% | $8,020-71.9% | $4,645-51.5% |