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 | $235,136 | $81,248+189.4% | $155,509+51.2% | $80,856+190.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.73% | 33.31%-22.6pp | 64.67%-53.9pp | 35.59%-24.9pp |
| Employer contribution / active EE | $8,158 | $3,100+163.1% | $4,672+74.6% | $2,755+196.1% |
| Participant deferral / active EE | $7,556 | $3,452+118.9% | $5,626+34.3% | $4,296+75.9% |
| Admin fee / account holder | $17,980 | $7,997+124.8% | $15,912+13.0% | $6,918+159.9% |