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 | $176,740 | $77,899+126.9% | $149,673+18.1% | $75,163+135.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 58.05% | 31.72%+26.3pp | 134.42%-76.4pp | 160.62%-102.6pp |
| Employer contribution / active EE | $5,569 | $3,137+77.5% | $4,818+15.6% | $2,670+108.6% |
| Participant deferral / active EE | $6,418 | $3,411+88.2% | $5,680+13.0% | $4,125+55.6% |
| Admin fee / account holder | $3,321 | $5,956-44.2% | $13,210-74.9% | $5,651-41.2% |