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 | $194,369 | $109,881+76.9% | $150,045+29.5% | $84,808+129.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.38% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $5,353 | $3,561+50.3% | $4,693+14.1% | $2,631+103.4% |
| Participant deferral / active EE | $6,820 | $6,636+2.8% | $7,997-14.7% | $4,212+61.9% |
| Admin fee / account holder | $11,182 | $8,568+30.5% | $13,435-16.8% | $7,344+52.3% |