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 | $192,220 | $73,933+160.0% | $96,683+98.8% | $75,163+155.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.61% | 26.70%-7.1pp | 35.69%-16.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $11,545 | $2,928+294.4% | $3,737+209.0% | $2,670+332.4% |
| Participant deferral / active EE | $4,875 | $3,659+33.2% | $4,878-0.1% | $4,125+18.2% |
| Admin fee / account holder | $9,209 | $5,216+76.6% | $6,730+36.9% | $5,651+63.0% |