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 | $185,219 | $89,355+107.3% | $141,162+31.2% | $72,985+153.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.45% | 111.85%-92.4pp | 71.39%-51.9pp | 81.00%-61.6pp |
| Employer contribution / active EE | $9,042 | $3,114+190.3% | $4,735+91.0% | $2,440+270.6% |
| Participant deferral / active EE | $10,430 | $5,418+92.5% | $6,709+55.5% | $3,607+189.1% |
| Admin fee / account holder | $13,767 | $5,958+131.1% | $10,261+34.2% | $5,124+168.6% |