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 | $181,480 | $89,355+103.1% | $141,162+28.6% | $72,985+148.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.57% | 111.85%-87.3pp | 71.39%-46.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $9,625 | $3,114+209.0% | $4,735+103.3% | $2,440+294.5% |
| Participant deferral / active EE | $9,159 | $5,418+69.0% | $6,709+36.5% | $3,607+153.9% |
| Admin fee / account holder | $4,007 | $5,958-32.7% | $10,261-60.9% | $5,124-21.8% |