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 | $192,497 | $85,202+125.9% | $172,739+11.4% | $72,985+163.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.31% | 27.32%-5.0pp | 802.84%-780.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $12,403 | $3,324+273.1% | $5,143+141.2% | $2,440+408.4% |
| Participant deferral / active EE | $6,301 | $3,260+93.3% | $5,198+21.2% | $3,607+74.7% |
| Admin fee / account holder | $543 | $5,884-90.8% | $13,954-96.1% | $5,124-89.4% |