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 | $174,583 | $54,705+219.1% | $71,209+145.2% | $84,808+105.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.26% | 35.90%-21.6pp | 282.51%-268.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $8,577 | $2,158+297.5% | $2,721+215.2% | $2,631+226.0% |
| Participant deferral / active EE | $7,564 | $3,030+149.6% | $4,175+81.2% | $4,212+79.6% |
| Admin fee / account holder | $59,836 | $4,863+1130.3% | $5,349+1018.7% | $7,344+714.8% |