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 | $191,935 | $93,571+105.1% | $135,903+41.2% | $75,163+155.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.91% | 30.90%-7.0pp | 68.23%-44.3pp | 160.62%-136.7pp |
| Employer contribution / active EE | $4,787 | $3,537+35.3% | $4,856-1.4% | $2,670+79.3% |
| Participant deferral / active EE | $8,626 | $6,404+34.7% | $7,758+11.2% | $4,125+109.1% |
| Admin fee / account holder | $8,458 | $6,975+21.2% | $10,762-21.4% | $5,651+49.7% |