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 | $207,473 | $89,753+131.2% | $107,525+93.0% | $84,808+144.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.31% | 29.48%-16.2pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $13,202 | $3,113+324.0% | $3,754+251.7% | $2,631+401.8% |
| Participant deferral / active EE | $7,956 | $4,056+96.2% | $5,116+55.5% | $4,212+88.9% |
| Admin fee / account holder | $19,307 | $7,222+167.3% | $8,919+116.5% | $7,344+162.9% |