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 | $240,346 | $109,413+119.7% | $156,263+53.8% | $84,808+183.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.85% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,505 | $2,907+55.0% | $4,333+4.0% | $2,631+71.2% |
| Participant deferral / active EE | $9,974 | $4,590+117.3% | $6,158+62.0% | $4,212+136.8% |
| Admin fee / account holder | $11,832 | $9,357+26.5% | $14,255-17.0% | $7,344+61.1% |