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 | $209,727 | $78,672+166.6% | $109,143+92.2% | $85,850+144.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 18.96% | 25.09%-6.1pp | 25.75%-6.8pp | 318.53%-299.6pp |
| Employer contribution / active EE | $8,111 | $2,735+196.6% | $3,722+117.9% | $2,565+216.2% |
| Participant deferral / active EE | $11,149 | $3,467+221.5% | $4,653+139.6% | $3,952+182.1% |
| Admin fee / account holder | $7,629 | $5,469+39.5% | $6,752+13.0% | $6,260+21.9% |