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 | $175,312 | $85,766+104.4% | $136,294+28.6% | $70,131+150.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.75% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $11,708 | $2,966+294.7% | $4,695+149.3% | $2,342+399.8% |
| Participant deferral / active EE | $9,130 | $5,051+80.7% | $6,247+46.1% | $3,332+174.0% |
| Admin fee / account holder | $1,171 | $5,420-78.4% | $9,243-87.3% | $4,645-74.8% |