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 | $198,513 | $109,413+81.4% | $156,263+27.0% | $84,808+134.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 12.60% | 20.18%-7.6pp | 59.47%-46.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $9,996 | $2,907+243.9% | $4,333+130.7% | $2,631+279.9% |
| Participant deferral / active EE | $7,387 | $4,590+60.9% | $6,158+19.9% | $4,212+75.4% |
| Admin fee / account holder | $31,250 | $9,357+234.0% | $14,255+119.2% | $7,344+325.5% |