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 | $214,006 | $56,897+276.1% | $84,750+152.5% | $62,891+240.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.11% | 6.30%+1.8pp | 22.78%-14.7pp | 20.14%-12.0pp |
| Employer contribution / active EE | $6,992 | $2,400+191.4% | $3,574+95.6% | $2,281+206.5% |
| Participant deferral / active EE | $7,674 | $2,709+183.3% | $3,712+106.8% | $3,203+139.6% |
| Admin fee / account holder | $8,094 | $3,581+126.0% | $5,332+51.8% | $4,296+88.4% |