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 | $188,154 | $89,355+110.6% | $141,162+33.3% | $72,985+157.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.23% | 111.85%-86.6pp | 71.39%-46.2pp | 81.00%-55.8pp |
| Employer contribution / active EE | $5,392 | $3,114+73.1% | $4,735+13.9% | $2,440+121.0% |
| Participant deferral / active EE | $10,877 | $5,418+100.8% | $6,709+62.1% | $3,607+201.5% |
| Admin fee / account holder | $725 | $5,958-87.8% | $10,261-92.9% | $5,124-85.9% |