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 | $216,059 | $89,355+141.8% | $141,162+53.1% | $72,985+196.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.63% | 111.85%-92.2pp | 71.39%-51.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $3,619 | $3,114+16.2% | $4,735-23.6% | $2,440+48.3% |
| Participant deferral / active EE | $8,232 | $5,418+51.9% | $6,709+22.7% | $3,607+128.2% |
| Admin fee / account holder | $13,844 | $5,958+132.4% | $10,261+34.9% | $5,124+170.2% |