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 | $211,685 | $85,766+146.8% | $136,294+55.3% | $70,131+201.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.16% | 31.45%-15.3pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $4,730 | $2,966+59.5% | $4,695+0.7% | $2,342+101.9% |
| Participant deferral / active EE | $7,937 | $5,051+57.1% | $6,247+27.1% | $3,332+138.2% |
| Admin fee / account holder | $6,390 | $5,420+17.9% | $9,243-30.9% | $4,645+37.6% |