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 | $135,970 | $54,762+148.3% | $90,281+50.6% | $72,985+86.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.78% | 30.63%-10.9pp | 78.10%-58.3pp | 81.00%-61.2pp |
| Employer contribution / active EE | $8,696 | $2,092+315.6% | $2,854+204.6% | $2,440+256.4% |
| Participant deferral / active EE | $7,372 | $2,887+155.4% | $3,885+89.7% | $3,607+104.4% |
| Admin fee / account holder | $9,428 | $3,972+137.3% | $5,351+76.2% | $5,124+84.0% |