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 | $198,857 | $88,370+125.0% | $112,977+76.0% | $79,858+149.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 14.64% | 23.16%-8.5pp | 24.24%-9.6pp | 31.71%-17.1pp |
| Employer contribution / active EE | $8,072 | $3,398+137.6% | $4,255+89.7% | $2,471+226.7% |
| Participant deferral / active EE | $7,278 | $4,536+60.5% | $5,836+24.7% | $3,740+94.6% |
| Admin fee / account holder | $5,276 | $5,750-8.2% | $6,294-16.2% | $5,306-0.6% |