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 | $195,512 | $89,355+118.8% | $141,162+38.5% | $72,985+167.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.29% | 111.85%-87.6pp | 71.39%-47.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $8,241 | $3,114+164.6% | $4,735+74.0% | $2,440+237.8% |
| Participant deferral / active EE | $8,458 | $5,418+56.1% | $6,709+26.1% | $3,607+134.5% |
| Admin fee / account holder | $896 | $5,958-85.0% | $10,261-91.3% | $5,124-82.5% |