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 | $244,773 | $76,367+220.5% | $93,606+161.5% | $72,985+235.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.31% | 25.82%-4.5pp | 32.76%-11.4pp | 81.00%-59.7pp |
| Employer contribution / active EE | $8,244 | $2,275+262.3% | $2,718+203.3% | $2,440+237.9% |
| Participant deferral / active EE | $7,475 | $3,538+111.3% | $4,069+83.7% | $3,607+107.2% |
| Admin fee / account holder | $15,989 | $6,838+133.8% | $7,888+102.7% | $5,124+212.0% |