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 | $206,970 | $81,248+154.7% | $155,509+33.1% | $80,856+156.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.17% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $5,701 | $3,100+83.9% | $4,672+22.0% | $2,755+107.0% |
| Participant deferral / active EE | $7,241 | $3,452+109.8% | $5,626+28.7% | $4,296+68.5% |
| Admin fee / account holder | $6,258 | $7,997-21.7% | $15,912-60.7% | $6,918-9.5% |