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 | $193,935 | $93,571+107.3% | $135,903+42.7% | $75,163+158.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.15% | 30.90%-11.8pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $8,608 | $3,537+143.4% | $4,856+77.3% | $2,670+222.4% |
| Participant deferral / active EE | $10,913 | $6,404+70.4% | $7,758+40.7% | $4,125+164.6% |
| Admin fee / account holder | $1,247 | $6,975-82.1% | $10,762-88.4% | $5,651-77.9% |