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 | $162,018 | $109,327+48.2% | $89,391+81.2% | $158,922+1.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.47% | 345.68%-325.2pp | 245.62%-225.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $6,253 | $3,170+97.3% | $2,586+141.8% | $4,761+31.3% |
| Participant deferral / active EE | $7,535 | $4,598+63.9% | $3,890+93.7% | $5,982+26.0% |
| Admin fee / account holder | $1,618 | $6,153-73.7% | $4,881-66.9% | $11,246-85.6% |