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 | $203,158 | $87,841+131.3% | $133,980+51.6% | $62,891+223.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 10.43% | 12.05%-1.6pp | 29.30%-18.9pp | 20.14%-9.7pp |
| Employer contribution / active EE | $13,084 | $3,483+275.7% | $5,211+151.1% | $2,281+473.6% |
| Participant deferral / active EE | $17,841 | $4,812+270.8% | $6,282+184.0% | $3,203+457.0% |
| Admin fee / account holder | $20,511 | $5,371+281.9% | $9,324+120.0% | $4,296+377.5% |