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 | $169,315 | $63,346+167.3% | $92,233+83.6% | $70,131+141.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.54% | 530.12%-514.6pp | 176.28%-160.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $3,817 | $2,471+54.5% | $3,679+3.7% | $2,342+62.9% |
| Participant deferral / active EE | $6,595 | $2,854+131.1% | $3,897+69.3% | $3,332+98.0% |
| Admin fee / account holder | $38,497 | $3,840+902.5% | $5,194+641.3% | $4,645+728.7% |