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 | $207,612 | $77,634+167.4% | $156,549+32.6% | $62,891+230.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.61% | 50.32%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $13,493 | $3,444+291.8% | $5,501+145.3% | $2,281+491.6% |
| Participant deferral / active EE | $7,567 | $3,045+148.5% | $4,871+55.4% | $3,203+136.3% |
| Admin fee / account holder | $19,602 | $5,561+252.5% | $13,027+50.5% | $4,296+356.3% |