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 5-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 | $169,177 | $54,705+209.3% | $71,209+137.6% | $84,808+99.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.77% | 35.90%-21.1pp | 282.51%-267.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $10,919 | $2,158+406.0% | $2,721+301.3% | $2,631+315.0% |
| Participant deferral / active EE | $14,378 | $3,030+374.5% | $4,175+244.4% | $4,212+241.4% |
| Admin fee / account holder | $33,606 | $4,863+591.0% | $5,349+528.3% | $7,344+357.6% |