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 | $187,507 | $85,202+120.1% | $172,739+8.5% | $72,985+156.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.28% | 27.32%-4.0pp | 802.84%-779.6pp | 81.00%-57.7pp |
| Employer contribution / active EE | $8,615 | $3,324+159.1% | $5,143+67.5% | $2,440+253.1% |
| Participant deferral / active EE | $5,486 | $3,260+68.3% | $5,198+5.5% | $3,607+52.1% |
| Admin fee / account holder | $2,336 | $5,884-60.3% | $13,954-83.3% | $5,124-54.4% |