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 | $167,430 | $105,181+59.2% | $159,436+5.0% | $85,850+95.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.97% | 45.07%-31.1pp | 263.57%-249.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,710 | $3,318-18.3% | $4,829-43.9% | $2,565+5.6% |
| Participant deferral / active EE | $9,887 | $5,945+66.3% | $7,352+34.5% | $3,952+150.2% |
| Admin fee / account holder | $17,186 | $6,933+147.9% | $10,799+59.1% | $6,260+174.5% |