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 | $198,417 | $99,985+98.4% | $146,665+35.3% | $85,850+131.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 19.66% | 18.93%+0.7pp | 22.74%-3.1pp | 318.53%-298.9pp |
| Employer contribution / active EE | $11,040 | $2,559+331.5% | $4,136+166.9% | $2,565+330.4% |
| Participant deferral / active EE | $7,384 | $4,006+84.3% | $5,506+34.1% | $3,952+86.8% |
| Admin fee / account holder | $6,097 | $7,702-20.8% | $10,280-40.7% | $6,260-2.6% |