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 | $217,435 | $93,571+132.4% | $135,903+60.0% | $75,163+189.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.40% | 30.90%-13.5pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $7,691 | $3,537+117.5% | $4,856+58.4% | $2,670+188.1% |
| Participant deferral / active EE | $8,505 | $6,404+32.8% | $7,758+9.6% | $4,125+106.2% |
| Admin fee / account holder | $14,319 | $6,975+105.3% | $10,762+33.1% | $5,651+153.4% |