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 | $204,725 | $76,552+167.4% | $123,892+65.2% | $62,891+225.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 82.21% | 18.68%+63.5pp | 47.52%+34.7pp | 20.14%+62.1pp |
| Employer contribution / active EE | $3,176 | $2,883+10.2% | $4,617-31.2% | $2,281+39.2% |
| Participant deferral / active EE | $8,487 | $4,840+75.4% | $5,984+41.8% | $3,203+165.0% |
| Admin fee / account holder | $10,396 | $4,826+115.4% | $8,357+24.4% | $4,296+142.0% |