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 | $196,658 | $89,355+120.1% | $141,162+39.3% | $72,985+169.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.38% | 111.85%-84.5pp | 71.39%-44.0pp | 81.00%-53.6pp |
| Employer contribution / active EE | $6,716 | $3,114+115.7% | $4,735+41.8% | $2,440+175.3% |
| Participant deferral / active EE | $13,628 | $5,418+151.5% | $6,709+103.1% | $3,607+277.8% |
| Admin fee / account holder | $1,118 | $5,958-81.2% | $10,261-89.1% | $5,124-78.2% |