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 5-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 | $197,027 | $93,571+110.6% | $135,903+45.0% | $75,163+162.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.43% | 30.90%-4.5pp | 68.23%-41.8pp | 160.62%-134.2pp |
| Employer contribution / active EE | $9,344 | $3,537+164.2% | $4,856+92.4% | $2,670+250.0% |
| Participant deferral / active EE | $13,125 | $6,404+104.9% | $7,758+69.2% | $4,125+218.2% |
| Admin fee / account holder | $1,870 | $6,975-73.2% | $10,762-82.6% | $5,651-66.9% |