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 | $221,902 | $89,355+148.3% | $141,162+57.2% | $72,985+204.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.47% | 111.85%-90.4pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $14,200 | $3,114+355.9% | $4,735+199.9% | $2,440+482.0% |
| Participant deferral / active EE | $11,442 | $5,418+111.2% | $6,709+70.5% | $3,607+217.2% |
| Admin fee / account holder | $10,529 | $5,958+76.7% | $10,261+2.6% | $5,124+105.5% |