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 | $211,716 | $63,861+231.5% | $104,607+102.4% | $79,858+165.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 16.90% | 21.30%-4.4pp | 340.46%-323.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $5,158 | $1,588+224.8% | $2,681+92.4% | $2,471+108.8% |
| Participant deferral / active EE | $6,354 | $2,693+135.9% | $3,740+69.9% | $3,740+69.9% |
| Admin fee / account holder | $2,035 | $4,185-51.4% | $6,473-68.6% | $5,306-61.6% |