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 | $231,516 | $84,233+174.9% | $170,442+35.8% | $70,131+230.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 76.61% | 23.06%+53.5pp | 205.93%-129.3pp | 73.14%+3.5pp |
| Employer contribution / active EE | $9,684 | $3,387+185.9% | $5,433+78.3% | $2,342+313.4% |
| Participant deferral / active EE | $7,219 | $3,086+134.0% | $4,939+46.2% | $3,332+116.7% |
| Admin fee / account holder | $3,554 | $5,698-37.6% | $13,880-74.4% | $4,645-23.5% |