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 | $169,875 | $63,346+168.2% | $92,233+84.2% | $70,131+142.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.54% | 530.12%-512.6pp | 176.28%-158.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $4,434 | $2,471+79.5% | $3,679+20.5% | $2,342+89.3% |
| Participant deferral / active EE | $1,870 | $2,854-34.5% | $3,897-52.0% | $3,332-43.9% |
| Admin fee / account holder | $7,865 | $3,840+104.8% | $5,194+51.4% | $4,645+69.3% |