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 | $191,301 | $76,552+149.9% | $123,892+54.4% | $62,891+204.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.47% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $8,147 | $2,883+182.6% | $4,617+76.5% | $2,281+257.2% |
| Participant deferral / active EE | $9,733 | $4,840+101.1% | $5,984+62.6% | $3,203+203.9% |
| Admin fee / account holder | $791 | $4,826-83.6% | $8,357-90.5% | $4,296-81.6% |