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 | $199,382 | $89,355+123.1% | $141,162+41.2% | $72,985+173.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.39% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $3,578 | $3,114+14.9% | $4,735-24.4% | $2,440+46.6% |
| Participant deferral / active EE | $10,279 | $5,418+89.7% | $6,709+53.2% | $3,607+184.9% |
| Admin fee / account holder | $12,654 | $5,958+112.4% | $10,261+23.3% | $5,124+146.9% |