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 | $204,902 | $88,370+131.9% | $112,977+81.4% | $79,858+156.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 15.79% | 23.16%-7.4pp | 24.24%-8.4pp | 31.71%-15.9pp |
| Employer contribution / active EE | $7,540 | $3,398+121.9% | $4,255+77.2% | $2,471+205.2% |
| Participant deferral / active EE | $4,659 | $4,536+2.7% | $5,836-20.2% | $3,740+24.6% |
| Admin fee / account holder | $12,816 | $5,750+122.9% | $6,294+103.6% | $5,306+141.5% |