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 | $230,263 | $109,881+109.6% | $150,045+53.5% | $84,808+171.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.63% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $9,423 | $3,561+164.6% | $4,693+100.8% | $2,631+258.1% |
| Participant deferral / active EE | $10,321 | $6,636+55.5% | $7,997+29.1% | $4,212+145.1% |
| Admin fee / account holder | $2,055 | $8,568-76.0% | $13,435-84.7% | $7,344-72.0% |