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 | $195,101 | $89,355+118.3% | $141,162+38.2% | $72,985+167.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.14% | 111.85%-91.7pp | 71.39%-51.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $3,253 | $3,114+4.4% | $4,735-31.3% | $2,440+33.3% |
| Participant deferral / active EE | $6,714 | $5,418+23.9% | $6,709+0.1% | $3,607+86.1% |
| Admin fee / account holder | $12,789 | $5,958+114.6% | $10,261+24.6% | $5,124+149.6% |