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 | $164,280 | $109,881+49.5% | $150,045+9.5% | $84,808+93.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.95% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $8,268 | $3,561+132.2% | $4,693+76.2% | $2,631+214.3% |
| Participant deferral / active EE | $10,362 | $6,636+56.1% | $7,997+29.6% | $4,212+146.0% |
| Admin fee / account holder | $7,356 | $8,568-14.1% | $13,435-45.2% | $7,344+0.2% |