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 | $187,017 | $93,571+99.9% | $135,903+37.6% | $75,163+148.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.04% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $4,266 | $3,537+20.6% | $4,856-12.1% | $2,670+59.8% |
| Participant deferral / active EE | $9,330 | $6,404+45.7% | $7,758+20.3% | $4,125+126.2% |
| Admin fee / account holder | $13,199 | $6,975+89.2% | $10,762+22.6% | $5,651+133.6% |