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 | $195,315 | $89,355+118.6% | $141,162+38.4% | $72,985+167.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.00% | 111.85%-89.9pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $7,381 | $3,114+137.0% | $4,735+55.9% | $2,440+202.5% |
| Participant deferral / active EE | $7,340 | $5,418+35.5% | $6,709+9.4% | $3,607+103.5% |
| Admin fee / account holder | $8,447 | $5,958+41.8% | $10,261-17.7% | $5,124+64.8% |