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 | $225,997 | $77,523+191.5% | $100,383+125.1% | $80,874+179.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 16.15% | 37.21%-21.1pp | 49.26%-33.1pp | 35.62%-19.5pp |
| Employer contribution / active EE | $3,875 | $2,801+38.3% | $3,944-1.8% | $2,756+40.6% |
| Participant deferral / active EE | $8,344 | $6,822+22.3% | $8,086+3.2% | $4,297+94.2% |
| Admin fee / account holder | $11,685 | $5,899+98.1% | $7,900+47.9% | $6,935+68.5% |