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 | $217,422 | $80,717+169.4% | $154,803+40.5% | $84,808+156.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.50% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $9,444 | $2,761+242.0% | $4,305+119.4% | $2,631+259.0% |
| Participant deferral / active EE | $8,186 | $3,303+147.8% | $5,540+47.8% | $4,212+94.4% |
| Admin fee / account holder | $20,864 | $6,746+209.3% | $14,329+45.6% | $7,344+184.1% |