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 | $242,111 | $138,347+75.0% | $184,203+31.4% | $80,856+199.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.07% | 20.02%-8.0pp | 28.81%-16.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $17,757 | $4,850+266.1% | $6,427+176.3% | $2,755+544.6% |
| Participant deferral / active EE | $18,029 | $7,071+155.0% | $9,131+97.4% | $4,296+319.7% |
| Admin fee / account holder | $15,371 | $10,483+46.6% | $13,901+10.6% | $6,918+122.2% |