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 | $223,032 | $89,355+149.6% | $141,162+58.0% | $72,985+205.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.46% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $6,019 | $3,114+93.3% | $4,735+27.1% | $2,440+146.7% |
| Participant deferral / active EE | $7,100 | $5,418+31.0% | $6,709+5.8% | $3,607+96.8% |
| Admin fee / account holder | $36,416 | $5,958+511.2% | $10,261+254.9% | $5,124+610.6% |