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 | $218,111 | $103,376+111.0% | $87,100+150.4% | $152,861+42.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.52% | 28.10%-4.6pp | 28.19%-4.7pp | 345.32%-321.8pp |
| Employer contribution / active EE | $16,082 | $3,220+399.4% | $2,521+537.9% | $4,762+237.7% |
| Participant deferral / active EE | $10,545 | $4,778+120.7% | $4,049+160.5% | $5,850+80.3% |
| Admin fee / account holder | $1,805 | $12,205-85.2% | $7,497-75.9% | $11,596-84.4% |