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 | $172,128 | $74,888+129.8% | $71,209+141.7% | $142,382+20.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.79% | 345.14%-326.4pp | 282.51%-263.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $22,604 | $2,854+691.9% | $2,721+730.7% | $4,299+425.8% |
| Participant deferral / active EE | $19,075 | $4,454+328.2% | $4,175+356.9% | $6,507+193.1% |
| Admin fee / account holder | $6,143 | $5,568+10.3% | $5,349+14.8% | $12,624-51.3% |