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 | $228,535 | $110,257+107.3% | $96,544+136.7% | $139,434+63.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.99% | 26.32%-12.3pp | 25.84%-11.9pp | 372.94%-359.0pp |
| Employer contribution / active EE | $4,732 | $3,620+30.7% | $2,965+59.6% | $4,751-0.4% |
| Participant deferral / active EE | $21,393 | $5,548+285.6% | $4,851+341.0% | $6,710+218.8% |
| Admin fee / account holder | $19,348 | $11,591+66.9% | $8,252+134.5% | $11,403+69.7% |