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 | $213,932 | $103,966+105.8% | $112,887+89.5% | $75,163+184.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 16.32% | 24.54%-8.2pp | 34.10%-17.8pp | 160.62%-144.3pp |
| Employer contribution / active EE | $6,841 | $3,870+76.8% | $4,563+49.9% | $2,670+156.3% |
| Participant deferral / active EE | $7,553 | $5,456+38.4% | $6,513+16.0% | $4,125+83.1% |
| Admin fee / account holder | $9,702 | $7,663+26.6% | $7,047+37.7% | $5,651+71.7% |