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 | $216,051 | $65,395+230.4% | $182,532+18.4% | $72,985+196.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 25.00% | 27.68%-2.7pp | 148.54%-123.5pp | 81.00%-56.0pp |
| Employer contribution / active EE | $7,109 | $1,911+272.0% | $4,076+74.4% | $2,440+191.4% |
| Participant deferral / active EE | $13,370 | $3,563+275.3% | $5,524+142.0% | $3,607+270.6% |
| Admin fee / account holder | $13,593 | $4,245+220.2% | $8,592+58.2% | $5,124+165.3% |