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 | $221,383 | $84,233+162.8% | $170,442+29.9% | $70,131+215.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.10% | 23.06%-6.0pp | 205.93%-188.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $10,375 | $3,387+206.3% | $5,433+91.0% | $2,342+342.9% |
| Participant deferral / active EE | $6,730 | $3,086+118.1% | $4,939+36.2% | $3,332+102.0% |
| Admin fee / account holder | $13,894 | $5,698+143.8% | $13,880+0.1% | $4,645+199.1% |