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 | $172,759 | $96,635+78.8% | $86,612+99.5% | $139,434+23.9% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 16.38% | 106.41%-90.0pp | 591.07%-574.7pp | 372.94%-356.6pp |
| Employer contribution / active EE | $9,430 | $3,263+189.0% | $3,022+212.0% | $4,751+98.5% |
| Participant deferral / active EE | $12,356 | $4,836+155.5% | $4,438+178.4% | $6,710+84.1% |
| Admin fee / account holder | $3,857 | $6,408-39.8% | $5,614-31.3% | $11,403-66.2% |