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 | $217,600 | $103,376+110.5% | $87,100+149.8% | $152,861+42.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.40% | 28.10%-4.7pp | 28.19%-4.8pp | 345.32%-321.9pp |
| Employer contribution / active EE | $9,588 | $3,220+197.7% | $2,521+280.3% | $4,762+101.3% |
| Participant deferral / active EE | $11,375 | $4,778+138.1% | $4,049+181.0% | $5,850+94.4% |
| Admin fee / account holder | $12,594 | $12,205+3.2% | $7,497+68.0% | $11,596+8.6% |