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 | $196,443 | $78,422+150.5% | $95,952+104.7% | $79,858+146.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.83% | 19.37%-8.5pp | 91.61%-80.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $4,048 | $1,945+108.1% | $2,541+59.3% | $2,471+63.8% |
| Participant deferral / active EE | $8,912 | $3,440+159.1% | $4,167+113.9% | $3,740+138.3% |
| Admin fee / account holder | $13,591 | $5,622+141.7% | $6,795+100.0% | $5,306+156.1% |