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 | $228,390 | $93,571+144.1% | $135,903+68.1% | $75,163+203.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.43% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $4,996 | $3,537+41.3% | $4,856+2.9% | $2,670+87.1% |
| Participant deferral / active EE | $8,069 | $6,404+26.0% | $7,758+4.0% | $4,125+95.6% |
| Admin fee / account holder | $14,034 | $6,975+101.2% | $10,762+30.4% | $5,651+148.3% |