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 | $223,486 | $89,355+150.1% | $141,162+58.3% | $72,985+206.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.96% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $15,628 | $3,114+401.8% | $4,735+230.0% | $2,440+540.5% |
| Participant deferral / active EE | $5,955 | $5,418+9.9% | $6,709-11.2% | $3,607+65.1% |
| Admin fee / account holder | $9,162 | $5,958+53.8% | $10,261-10.7% | $5,124+78.8% |