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 | $167,974 | $66,402+153.0% | $109,895+52.8% | $85,850+95.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 13.80% | 19.59%-5.8pp | 29.45%-15.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $6,909 | $1,687+309.5% | $2,842+143.1% | $2,565+169.4% |
| Participant deferral / active EE | $4,903 | $2,842+72.5% | $4,048+21.1% | $3,952+24.1% |
| Admin fee / account holder | $14,054 | $4,557+208.4% | $6,066+131.7% | $6,260+124.5% |