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 | $231,368 | $89,355+158.9% | $141,162+63.9% | $72,985+217.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.54% | 111.85%-87.3pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $11,007 | $3,114+253.4% | $4,735+132.5% | $2,440+351.1% |
| Participant deferral / active EE | $6,398 | $5,418+18.1% | $6,709-4.6% | $3,607+77.4% |
| Admin fee / account holder | $9,721 | $5,958+63.1% | $10,261-5.3% | $5,124+89.7% |