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 | $192,875 | $77,419+149.1% | $69,455+177.7% | $152,861+26.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 13.72% | 39.06%-25.3pp | 28.97%-15.2pp | 345.32%-331.6pp |
| Employer contribution / active EE | $8,958 | $3,315+170.2% | $2,779+222.3% | $4,762+88.1% |
| Participant deferral / active EE | $7,583 | $4,414+71.8% | $3,535+114.5% | $5,850+29.6% |
| Admin fee / account holder | $58,424 | $6,207+841.3% | $3,839+1421.7% | $11,596+403.8% |