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 | $242,932 | $84,233+188.4% | $170,442+42.5% | $70,131+246.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.16% | 23.06%-3.9pp | 205.93%-186.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $8,132 | $3,387+140.1% | $5,433+49.7% | $2,342+247.2% |
| Participant deferral / active EE | $5,183 | $3,086+68.0% | $4,939+4.9% | $3,332+55.6% |
| Admin fee / account holder | $17,357 | $5,698+204.6% | $13,880+25.0% | $4,645+273.7% |