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 | $185,752 | $48,795+280.7% | $65,493+183.6% | $84,808+119.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 12.10% | 20.20%-8.1pp | 982.45%-970.3pp | 40.90%-28.8pp |
| Employer contribution / active EE | $6,331 | $1,930+228.1% | $2,574+145.9% | $2,631+140.6% |
| Participant deferral / active EE | $7,103 | $2,928+142.5% | $3,961+79.3% | $4,212+68.6% |
| Admin fee / account holder | $5,614 | $3,877+44.8% | $5,028+11.6% | $7,344-23.6% |