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 | $244,818 | $99,985+144.9% | $146,665+66.9% | $85,850+185.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 31.35% | 18.93%+12.4pp | 22.74%+8.6pp | 318.53%-287.2pp |
| Employer contribution / active EE | $2,879 | $2,559+12.5% | $4,136-30.4% | $2,565+12.2% |
| Participant deferral / active EE | $6,733 | $4,006+68.1% | $5,506+22.3% | $3,952+70.4% |
| Admin fee / account holder | $13,715 | $7,702+78.1% | $10,280+33.4% | $6,260+119.1% |