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 | $205,570 | $48,230+326.2% | $67,502+204.5% | $80,856+154.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.98% | 18.28%-5.3pp | 3512.12%-3499.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $4,186 | $2,020+107.3% | $2,731+53.3% | $2,755+51.9% |
| Participant deferral / active EE | $6,088 | $2,924+108.2% | $4,000+52.2% | $4,296+41.7% |
| Admin fee / account holder | $11,723 | $3,681+218.5% | $3,998+193.3% | $6,918+69.5% |