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 | $236,628 | $81,248+191.2% | $155,509+52.2% | $80,856+192.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 28.46% | 33.31%-4.9pp | 64.67%-36.2pp | 35.59%-7.1pp |
| Employer contribution / active EE | $7,026 | $3,100+126.6% | $4,672+50.4% | $2,755+155.0% |
| Participant deferral / active EE | $15,535 | $3,452+350.1% | $5,626+176.1% | $4,296+261.6% |
| Admin fee / account holder | $3,879 | $7,997-51.5% | $15,912-75.6% | $6,918-43.9% |