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 | $182,227 | $85,202+113.9% | $172,739+5.5% | $72,985+149.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.05% | 27.32%-7.3pp | 802.84%-782.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $5,318 | $3,324+60.0% | $5,143+3.4% | $2,440+118.0% |
| Participant deferral / active EE | $3,075 | $3,260-5.7% | $5,198-40.8% | $3,607-14.8% |
| Admin fee / account holder | $7,058 | $5,884+19.9% | $13,954-49.4% | $5,124+37.7% |