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 | $169,051 | $102,604+64.8% | $86,188+96.1% | $139,434+21.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.10% | 1922.51%-1903.4pp | 1168.45%-1149.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,778 | $3,032+24.6% | $2,380+58.7% | $4,751-20.5% |
| Participant deferral / active EE | $6,704 | $4,676+43.4% | $3,985+68.2% | $6,710-0.1% |
| Admin fee / account holder | $13,323 | $8,657+53.9% | $6,852+94.4% | $11,403+16.8% |