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 | $174,082 | $63,346+174.8% | $92,233+88.7% | $70,131+148.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.51% | 530.12%-511.6pp | 176.28%-157.8pp | 73.14%-54.6pp |
| Employer contribution / active EE | $13,820 | $2,471+459.3% | $3,679+275.6% | $2,342+490.0% |
| Participant deferral / active EE | $9,847 | $2,854+245.1% | $3,897+152.7% | $3,332+195.5% |
| Admin fee / account holder | $16,301 | $3,840+324.5% | $5,194+213.9% | $4,645+250.9% |