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 | $243,002 | $109,359+122.2% | $162,163+49.8% | $72,985+232.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.94% | 25.46%-5.5pp | 115.59%-95.6pp | 81.00%-61.1pp |
| Employer contribution / active EE | $6,599 | $3,907+68.9% | $5,614+17.6% | $2,440+170.5% |
| Participant deferral / active EE | $6,950 | $5,481+26.8% | $7,298-4.8% | $3,607+92.7% |
| Admin fee / account holder | $31,563 | $7,972+295.9% | $10,843+191.1% | $5,124+515.9% |