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 | $235,562 | $85,766+174.7% | $136,294+72.8% | $70,131+235.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.09% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $10,878 | $2,966+266.7% | $4,695+131.7% | $2,342+364.4% |
| Participant deferral / active EE | $10,321 | $5,051+104.3% | $6,247+65.2% | $3,332+209.8% |
| Admin fee / account holder | $10,309 | $5,420+90.2% | $9,243+11.5% | $4,645+121.9% |