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 | $218,159 | $72,277+201.8% | $101,248+115.5% | $79,858+173.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.53% | 22.30%-4.8pp | 46.47%-28.9pp | 31.71%-14.2pp |
| Employer contribution / active EE | $10,956 | $2,692+307.1% | $3,660+199.4% | $2,471+343.4% |
| Participant deferral / active EE | $5,722 | $3,282+74.4% | $4,370+30.9% | $3,740+53.0% |
| Admin fee / account holder | $5,824 | $4,400+32.3% | $5,945-2.0% | $5,306+9.7% |