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 | $221,660 | $89,355+148.1% | $141,162+57.0% | $72,985+203.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.13% | 111.85%-92.7pp | 71.39%-52.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $5,250 | $3,114+68.6% | $4,735+10.9% | $2,440+115.2% |
| Participant deferral / active EE | $8,275 | $5,418+52.7% | $6,709+23.3% | $3,607+129.4% |
| Admin fee / account holder | $48,318 | $5,958+711.0% | $10,261+370.9% | $5,124+842.9% |