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 | $176,374 | $89,355+97.4% | $141,162+24.9% | $72,985+141.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.51% | 111.85%-85.3pp | 71.39%-44.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $11,067 | $3,114+255.4% | $4,735+133.7% | $2,440+353.6% |
| Participant deferral / active EE | $7,877 | $5,418+45.4% | $6,709+17.4% | $3,607+118.4% |
| Admin fee / account holder | $1,402 | $5,958-76.5% | $10,261-86.3% | $5,124-72.6% |