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 | $200,010 | $70,669+183.0% | $169,368+18.1% | $75,163+166.1% |
| Participation rate | 96.2% | 64.8%+31.4pp | 77.1%+19.0pp | 67.2%+29.0pp |
| Annual return | 15.96% | 36.36%-20.4pp | 405.60%-389.6pp | 160.62%-144.7pp |
| Employer contribution / active EE | $5,796 | $2,211+162.2% | $4,013+44.4% | $2,670+117.1% |
| Participant deferral / active EE | $7,163 | $4,311+66.2% | $6,221+15.1% | $4,125+73.6% |
| Admin fee / account holder | $2,546 | $5,402-52.9% | $9,003-71.7% | $5,651-54.9% |