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 | $199,075 | $77,813+155.8% | $123,544+61.1% | $64,186+210.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 7.10% | 12.48%-5.4pp | 119.20%-112.1pp | 7.63%-0.5pp |
| Employer contribution / active EE | $23,654 | $3,014+684.8% | $4,628+411.1% | $2,381+893.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,006 | $5,519+117.6% | $9,284+29.3% | $4,888+145.6% |