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 | $190,334 | $93,571+103.4% | $135,903+40.1% | $75,163+153.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.28% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $8,792 | $3,537+148.6% | $4,856+81.0% | $2,670+229.3% |
| Participant deferral / active EE | $10,546 | $6,404+64.7% | $7,758+35.9% | $4,125+155.7% |
| Admin fee / account holder | $6,071 | $6,975-13.0% | $10,762-43.6% | $5,651+7.4% |