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 | $189,100 | $57,990+226.1% | $76,190+148.2% | $80,856+133.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.3%+20.7pp | 67.6%+32.4pp |
| Annual return | 12.16% | 15.89%-3.7pp | 13.78%-1.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $10,116 | $3,565+183.8% | $4,578+121.0% | $2,755+267.2% |
| Participant deferral / active EE | $11,768 | $3,814+208.6% | $5,474+115.0% | $4,296+174.0% |
| Admin fee / account holder | $9,988 | $5,668+76.2% | $5,123+95.0% | $6,918+44.4% |