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 | $212,223 | $89,355+137.5% | $141,162+50.3% | $72,985+190.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.29% | 111.85%-87.6pp | 71.39%-47.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,757 | $3,114-11.5% | $4,735-41.8% | $2,440+13.0% |
| Participant deferral / active EE | $6,289 | $5,418+16.1% | $6,709-6.3% | $3,607+74.3% |
| Admin fee / account holder | $9,496 | $5,958+59.4% | $10,261-7.5% | $5,124+85.3% |