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 | $228,441 | $74,927+204.9% | $101,794+124.4% | $84,808+169.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 15.60% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $4,861 | $1,522+219.4% | $2,289+112.4% | $2,631+84.8% |
| Participant deferral / active EE | $7,808 | $3,099+152.0% | $4,084+91.2% | $4,212+85.4% |
| Admin fee / account holder | $47,570 | $6,514+630.3% | $8,777+442.0% | $7,344+547.8% |