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 | $238,395 | $89,355+166.8% | $141,162+68.9% | $72,985+226.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.55% | 111.85%-92.3pp | 71.39%-51.8pp | 81.00%-61.5pp |
| Employer contribution / active EE | $4,477 | $3,114+43.8% | $4,735-5.4% | $2,440+83.5% |
| Participant deferral / active EE | $7,033 | $5,418+29.8% | $6,709+4.8% | $3,607+95.0% |
| Admin fee / account holder | $22,981 | $5,958+285.7% | $10,261+124.0% | $5,124+348.5% |