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 | $184,547 | $89,355+106.5% | $141,162+30.7% | $72,985+152.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.78% | 111.85%-85.1pp | 71.39%-44.6pp | 81.00%-54.2pp |
| Employer contribution / active EE | $12,343 | $3,114+296.3% | $4,735+160.7% | $2,440+405.9% |
| Participant deferral / active EE | $13,116 | $5,418+142.1% | $6,709+95.5% | $3,607+263.6% |
| Admin fee / account holder | $11,946 | $5,958+100.5% | $10,261+16.4% | $5,124+133.1% |