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 | $168,188 | $85,766+96.1% | $136,294+23.4% | $70,131+139.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.36% | 31.45%-16.1pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $4,440 | $2,966+49.7% | $4,695-5.4% | $2,342+89.5% |
| Participant deferral / active EE | $12,413 | $5,051+145.7% | $6,247+98.7% | $3,332+272.6% |
| Admin fee / account holder | $13,617 | $5,420+151.2% | $9,243+47.3% | $4,645+193.1% |