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 | $189,647 | $72,277+162.4% | $101,248+87.3% | $79,858+137.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 23.05% | 22.30%+0.8pp | 46.47%-23.4pp | 31.71%-8.7pp |
| Employer contribution / active EE | $9,816 | $2,692+264.7% | $3,660+168.2% | $2,471+297.3% |
| Participant deferral / active EE | $8,203 | $3,282+150.0% | $4,370+87.7% | $3,740+119.3% |
| Admin fee / account holder | $10,073 | $4,400+128.9% | $5,945+69.4% | $5,306+89.8% |