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 | $169,729 | $85,766+97.9% | $136,294+24.5% | $70,131+142.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.02% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $7,767 | $2,966+161.8% | $4,695+65.4% | $2,342+231.6% |
| Participant deferral / active EE | $8,111 | $5,051+60.6% | $6,247+29.8% | $3,332+143.5% |
| Admin fee / account holder | $4,658 | $5,420-14.1% | $9,243-49.6% | $4,645+0.3% |