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 | $193,252 | $93,571+106.5% | $135,903+42.2% | $75,163+157.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.18% | 30.90%-14.7pp | 68.23%-52.1pp | 160.62%-144.4pp |
| Employer contribution / active EE | $18,751 | $3,537+430.2% | $4,856+286.1% | $2,670+602.3% |
| Participant deferral / active EE | $9,461 | $6,404+47.7% | $7,758+21.9% | $4,125+129.3% |
| Admin fee / account holder | $6,252 | $6,975-10.4% | $10,762-41.9% | $5,651+10.6% |