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 | $179,655 | $87,841+104.5% | $133,980+34.1% | $62,891+185.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 10.48% | 12.05%-1.6pp | 29.30%-18.8pp | 20.14%-9.7pp |
| Employer contribution / active EE | $14,430 | $3,483+314.3% | $5,211+176.9% | $2,281+532.7% |
| Participant deferral / active EE | $13,221 | $4,812+174.7% | $6,282+110.5% | $3,203+312.8% |
| Admin fee / account holder | $7,577 | $5,371+41.1% | $9,324-18.7% | $4,296+76.4% |