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 | $192,560 | $79,944+140.9% | $98,439+95.6% | $75,163+156.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 15.93% | 19.75%-3.8pp | 21.16%-5.2pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,277 | $2,264+44.8% | $3,048+7.5% | $2,670+22.7% |
| Participant deferral / active EE | $8,946 | $3,752+138.4% | $4,738+88.8% | $4,125+116.9% |
| Admin fee / account holder | $5,323 | $6,840-22.2% | $8,948-40.5% | $5,651-5.8% |