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 | $221,619 | $86,929+154.9% | $102,423+116.4% | $80,856+174.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.45% | 18.88%-7.4pp | 29.32%-17.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $5,745 | $2,369+142.5% | $3,023+90.0% | $2,755+108.5% |
| Participant deferral / active EE | $11,960 | $4,118+190.4% | $5,053+136.7% | $4,296+178.4% |
| Admin fee / account holder | $38,376 | $8,049+376.8% | $9,451+306.1% | $6,918+454.7% |