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 | $213,114 | $48,230+341.9% | $67,502+215.7% | $80,856+163.6% |
| Participation rate | 86.6% | 66.4%+20.2pp | 72.9%+13.7pp | 67.6%+18.9pp |
| Annual return | 16.61% | 18.28%-1.7pp | 3512.12%-3495.5pp | 35.59%-19.0pp |
| Employer contribution / active EE | $7,412 | $2,020+267.0% | $2,731+171.4% | $2,755+169.1% |
| Participant deferral / active EE | $12,504 | $2,924+327.7% | $4,000+212.6% | $4,296+191.1% |
| Admin fee / account holder | $7,635 | $3,681+107.4% | $3,998+91.0% | $6,918+10.4% |