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 | $181,521 | $91,190+99.1% | $178,490+1.7% | $79,858+127.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.78% | 24.19%-12.4pp | 151.07%-139.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $7,927 | $3,256+143.5% | $5,011+58.2% | $2,471+220.8% |
| Participant deferral / active EE | $4,229 | $3,236+30.7% | $5,202-18.7% | $3,740+13.1% |
| Admin fee / account holder | $11,192 | $6,751+65.8% | $13,984-20.0% | $5,306+110.9% |