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 9-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 | $214,188 | $76,000+181.8% | $154,107+39.0% | $64,186+233.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.08% | 30.32%-22.2pp | 735.12%-727.0pp | 7.63%+0.4pp |
| Employer contribution / active EE | $11,147 | $3,351+232.7% | $5,298+110.4% | $2,381+368.2% |
| Participant deferral / active EE | $5,934 | $3,175+86.9% | $5,081+16.8% | $3,470+71.0% |
| Admin fee / account holder | $12,843 | $5,596+129.5% | $13,411-4.2% | $4,888+162.8% |