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 | $193,893 | $93,571+107.2% | $135,903+42.7% | $75,163+158.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.75% | 30.90%-5.2pp | 68.23%-42.5pp | 160.62%-134.9pp |
| Employer contribution / active EE | $7,769 | $3,537+119.7% | $4,856+60.0% | $2,670+191.0% |
| Participant deferral / active EE | $12,881 | $6,404+101.1% | $7,758+66.0% | $4,125+212.3% |
| Admin fee / account holder | $12,361 | $6,975+77.2% | $10,762+14.9% | $5,651+118.7% |