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 | $234,512 | $48,076+387.8% | $78,689+198.0% | $62,891+272.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 5.45% | 31.35%-25.9pp | 62.18%-56.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $9,761 | $2,015+384.5% | $2,851+242.4% | $2,281+327.9% |
| Participant deferral / active EE | $5,559 | $2,588+114.8% | $3,517+58.1% | $3,203+73.5% |
| Admin fee / account holder | $16,305 | $3,207+408.4% | $4,510+261.5% | $4,296+279.6% |