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 | $165,362 | $67,411+145.3% | $91,001+81.7% | $70,131+135.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 16.66% | -40.16%+56.8pp | 4.60%+12.1pp | 73.14%-56.5pp |
| Employer contribution / active EE | $7,296 | $1,786+308.5% | $2,456+197.1% | $2,342+211.5% |
| Participant deferral / active EE | $10,885 | $2,823+285.6% | $3,547+206.8% | $3,332+226.7% |
| Admin fee / account holder | $37,012 | $4,236+773.7% | $5,417+583.2% | $4,645+696.7% |