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 | $157,669 | $93,571+68.5% | $135,903+16.0% | $75,163+109.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.65% | 30.90%-14.3pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $9,902 | $3,537+180.0% | $4,856+103.9% | $2,670+270.9% |
| Participant deferral / active EE | $13,786 | $6,404+115.3% | $7,758+77.7% | $4,125+234.2% |
| Admin fee / account holder | $23,288 | $6,975+233.9% | $10,762+116.4% | $5,651+312.1% |