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 | $231,106 | $109,413+111.2% | $156,263+47.9% | $84,808+172.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.74% | 20.18%-3.4pp | 59.47%-42.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $5,650 | $2,907+94.4% | $4,333+30.4% | $2,631+114.8% |
| Participant deferral / active EE | $12,335 | $4,590+168.8% | $6,158+100.3% | $4,212+192.9% |
| Admin fee / account holder | $1,383 | $9,357-85.2% | $14,255-90.3% | $7,344-81.2% |