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 | $210,867 | $53,777+292.1% | $134,143+57.2% | $79,858+164.1% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 15.51% | 19.01%-3.5pp | 36.33%-20.8pp | 31.71%-16.2pp |
| Employer contribution / active EE | $8,527 | $1,321+545.3% | $3,704+130.2% | $2,471+245.1% |
| Participant deferral / active EE | $9,290 | $2,420+283.9% | $3,499+165.5% | $3,740+148.4% |
| Admin fee / account holder | $812 | $3,984-79.6% | $6,684-87.9% | $5,306-84.7% |