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 | $174,132 | $65,409+166.2% | $98,442+76.9% | $85,850+102.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.70% | 21.76%-4.1pp | 1492.73%-1475.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $10,108 | $2,168+366.3% | $2,960+241.5% | $2,565+294.1% |
| Participant deferral / active EE | $10,367 | $3,166+227.4% | $4,276+142.4% | $3,952+162.3% |
| Admin fee / account holder | $12,538 | $4,593+173.0% | $5,949+110.8% | $6,260+100.3% |