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 | $171,135 | $57,281+198.8% | $86,612+97.6% | $75,163+127.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.39% | 2670.75%-2653.4pp | 591.07%-573.7pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,989 | $2,314+72.3% | $3,022+32.0% | $2,670+49.4% |
| Participant deferral / active EE | $6,347 | $3,318+91.3% | $4,438+43.0% | $4,125+53.9% |
| Admin fee / account holder | $2,681 | $4,112-34.8% | $5,614-52.2% | $5,651-52.6% |