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 | $193,596 | $78,422+146.9% | $95,952+101.8% | $79,858+142.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 17.00% | 19.37%-2.4pp | 91.61%-74.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $6,528 | $1,945+235.6% | $2,541+156.9% | $2,471+164.2% |
| Participant deferral / active EE | $5,234 | $3,440+52.1% | $4,167+25.6% | $3,740+39.9% |
| Admin fee / account holder | $6,794 | $5,622+20.8% | $6,7950% | $5,306+28.0% |