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 | $171,669 | $109,413+56.9% | $156,263+9.9% | $84,808+102.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 17.32% | 20.18%-2.9pp | 59.47%-42.1pp | 40.90%-23.6pp |
| Employer contribution / active EE | $6,696 | $2,907+130.3% | $4,333+54.5% | $2,631+154.5% |
| Participant deferral / active EE | $8,572 | $4,590+86.8% | $6,158+39.2% | $4,212+103.5% |
| Admin fee / account holder | $27,907 | $9,357+198.3% | $14,255+95.8% | $7,344+280.0% |