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 | $174,251 | $89,355+95.0% | $141,162+23.4% | $72,985+138.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.18% | 111.85%-90.7pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $7,555 | $3,114+142.6% | $4,735+59.6% | $2,440+209.7% |
| Participant deferral / active EE | $7,599 | $5,418+40.3% | $6,709+13.3% | $3,607+110.7% |
| Admin fee / account holder | $2,093 | $5,958-64.9% | $10,261-79.6% | $5,124-59.2% |