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 | $229,806 | $84,233+172.8% | $170,442+34.8% | $70,131+227.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.18% | 23.06%-7.9pp | 205.93%-190.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $7,171 | $3,387+111.7% | $5,433+32.0% | $2,342+206.2% |
| Participant deferral / active EE | $4,113 | $3,086+33.3% | $4,939-16.7% | $3,332+23.5% |
| Admin fee / account holder | $9,420 | $5,698+65.3% | $13,880-32.1% | $4,645+102.8% |