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 | $237,284 | $54,762+333.3% | $90,281+162.8% | $72,985+225.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.09% | 30.63%-6.5pp | 78.10%-54.0pp | 81.00%-56.9pp |
| Employer contribution / active EE | $7,830 | $2,092+274.2% | $2,854+174.3% | $2,440+220.9% |
| Participant deferral / active EE | $9,530 | $2,887+230.1% | $3,885+145.3% | $3,607+164.2% |
| Admin fee / account holder | $21,208 | $3,972+433.9% | $5,351+296.3% | $5,124+313.9% |