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 | $223,624 | $109,881+103.5% | $150,045+49.0% | $84,808+163.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.32% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $6,945 | $3,561+95.0% | $4,693+48.0% | $2,631+164.0% |
| Participant deferral / active EE | $11,642 | $6,636+75.4% | $7,997+45.6% | $4,212+176.4% |
| Admin fee / account holder | $16,963 | $8,568+98.0% | $13,435+26.3% | $7,344+131.0% |