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 | $212,192 | $90,745+133.8% | $130,231+62.9% | $75,163+182.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 38.22% | 34.45%+3.8pp | 38.77%-0.6pp | 160.62%-122.4pp |
| Employer contribution / active EE | $10,949 | $3,314+230.4% | $4,126+165.4% | $2,670+310.1% |
| Participant deferral / active EE | $3,752 | $5,362-30.0% | $6,799-44.8% | $4,125-9.0% |
| Admin fee / account holder | $17,887 | $6,331+182.5% | $6,020+197.1% | $5,651+216.5% |