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 | $165,822 | $86,286+92.2% | $111,297+49.0% | $85,850+93.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 23.17% | 19.99%+3.2pp | 54.65%-31.5pp | 318.53%-295.4pp |
| Employer contribution / active EE | $7,695 | $2,043+276.6% | $2,731+181.8% | $2,565+200.0% |
| Participant deferral / active EE | $4,600 | $3,641+26.4% | $4,487+2.5% | $3,952+16.4% |
| Admin fee / account holder | $9,722 | $8,188+18.7% | $7,964+22.1% | $6,260+55.3% |