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 | $211,369 | $59,839+253.2% | $81,983+157.8% | $79,858+164.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 20.57% | 17.56%+3.0pp | 41.31%-20.7pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,300 | $1,713-24.2% | $2,498-48.0% | $2,471-47.4% |
| Participant deferral / active EE | $6,587 | $2,695+144.4% | $3,722+77.0% | $3,740+76.1% |
| Admin fee / account holder | $11,168 | $4,287+160.5% | $5,664+97.2% | $5,306+110.5% |