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 | $195,519 | $89,355+118.8% | $141,162+38.5% | $72,985+167.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.37% | 111.85%-87.5pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,715 | $3,114-12.8% | $4,735-42.7% | $2,440+11.3% |
| Participant deferral / active EE | $5,861 | $5,418+8.2% | $6,709-12.6% | $3,607+62.5% |
| Admin fee / account holder | $5,409 | $5,958-9.2% | $10,261-47.3% | $5,124+5.6% |