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 | $183,120 | $77,314+136.9% | $177,989+2.9% | $80,856+126.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 12.91% | 18.09%-5.2pp | 294.48%-281.6pp | 35.59%-22.7pp |
| Employer contribution / active EE | $7,646 | $2,292+233.6% | $3,949+93.6% | $2,755+177.5% |
| Participant deferral / active EE | $14,017 | $4,411+217.8% | $6,276+123.3% | $4,296+226.3% |
| Admin fee / account holder | $10,956 | $7,191+52.4% | $10,363+5.7% | $6,918+58.4% |