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 | $169,190 | $98,750+71.3% | $149,696+13.0% | $79,858+111.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.37% | 27.43%-7.1pp | 276.60%-256.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $15,739 | $3,216+389.3% | $4,644+238.9% | $2,471+537.0% |
| Participant deferral / active EE | $9,895 | $5,680+74.2% | $6,842+44.6% | $3,740+164.6% |
| Admin fee / account holder | $13,797 | $6,053+128.0% | $9,309+48.2% | $5,306+160.0% |