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 | $175,717 | $84,233+108.6% | $170,442+3.1% | $70,131+150.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.82% | 23.06%-10.2pp | 205.93%-193.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $8,488 | $3,387+150.6% | $5,433+56.2% | $2,342+262.3% |
| Participant deferral / active EE | $4,026 | $3,086+30.5% | $4,939-18.5% | $3,332+20.8% |
| Admin fee / account holder | $17,341 | $5,698+204.3% | $13,880+24.9% | $4,645+273.3% |