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 | $167,167 | $98,750+69.3% | $149,696+11.7% | $79,858+109.3% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 12.48% | 27.43%-14.9pp | 276.60%-264.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $11,006 | $3,216+242.2% | $4,644+137.0% | $2,471+345.4% |
| Participant deferral / active EE | $7,963 | $5,680+40.2% | $6,842+16.4% | $3,740+112.9% |
| Admin fee / account holder | $5,645 | $6,053-6.7% | $9,309-39.4% | $5,306+6.4% |