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 | $204,464 | $81,460+151.0% | $103,333+97.9% | $80,856+152.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.08% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $8,734 | $3,105+181.3% | $3,868+125.8% | $2,755+217.1% |
| Participant deferral / active EE | $12,317 | $3,869+218.4% | $5,057+143.5% | $4,296+186.7% |
| Admin fee / account holder | $25,865 | $6,566+293.9% | $8,355+209.6% | $6,918+273.9% |