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 | $240,355 | $93,571+156.9% | $135,903+76.9% | $75,163+219.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.85% | 30.90%-11.1pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $8,469 | $3,537+139.5% | $4,856+74.4% | $2,670+217.2% |
| Participant deferral / active EE | $13,776 | $6,404+115.1% | $7,758+77.6% | $4,125+234.0% |
| Admin fee / account holder | $7,601 | $6,975+9.0% | $10,762-29.4% | $5,651+34.5% |