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 | $223,973 | $89,355+150.7% | $141,162+58.7% | $72,985+206.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.23% | 111.85%-88.6pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $4,788 | $3,114+53.7% | $4,735+1.1% | $2,440+96.2% |
| Participant deferral / active EE | $11,737 | $5,418+116.6% | $6,709+74.9% | $3,607+225.4% |
| Admin fee / account holder | $13,465 | $5,958+126.0% | $10,261+31.2% | $5,124+162.8% |