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 | $187,884 | $70,669+165.9% | $169,368+10.9% | $75,163+150.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 15.82% | 36.36%-20.5pp | 405.60%-389.8pp | 160.62%-144.8pp |
| Employer contribution / active EE | $6,447 | $2,211+191.6% | $4,013+60.7% | $2,670+141.5% |
| Participant deferral / active EE | $18,898 | $4,311+338.4% | $6,221+203.8% | $4,125+358.1% |
| Admin fee / account holder | $12,135 | $5,402+124.6% | $9,003+34.8% | $5,651+114.7% |