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 7-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 | $190,078 | $101,724+86.9% | $164,813+15.3% | $80,856+135.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.61% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $6,890 | $2,953+133.3% | $4,341+58.7% | $2,755+150.1% |
| Participant deferral / active EE | $5,418 | $4,477+21.0% | $6,031-10.2% | $4,296+26.1% |
| Admin fee / account holder | $2,014 | $8,227-75.5% | $12,690-84.1% | $6,918-70.9% |