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 | $232,113 | $80,717+187.6% | $154,803+49.9% | $84,808+173.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.86% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $10,269 | $2,761+271.9% | $4,305+138.5% | $2,631+290.3% |
| Participant deferral / active EE | $8,404 | $3,303+154.4% | $5,540+51.7% | $4,212+99.5% |
| Admin fee / account holder | $15,140 | $6,746+124.4% | $14,329+5.7% | $7,344+106.2% |