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 | $163,638 | $48,230+239.3% | $67,502+142.4% | $80,856+102.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.96% | 18.28%-3.3pp | 3512.12%-3497.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $11,940 | $2,020+491.2% | $2,731+337.2% | $2,755+333.4% |
| Participant deferral / active EE | $9,710 | $2,924+232.1% | $4,000+142.8% | $4,296+126.0% |
| Admin fee / account holder | $20,713 | $3,681+462.7% | $3,998+418.1% | $6,918+199.4% |