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 | $195,454 | $93,571+108.9% | $135,903+43.8% | $75,163+160.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.72% | 30.90%-14.2pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $5,490 | $3,537+55.2% | $4,856+13.1% | $2,670+105.6% |
| Participant deferral / active EE | $7,859 | $6,404+22.7% | $7,758+1.3% | $4,125+90.5% |
| Admin fee / account holder | $11,836 | $6,975+69.7% | $10,762+10.0% | $5,651+109.5% |