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 | $248,165 | $81,233+205.5% | $155,567+59.5% | $80,874+206.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.56% | 33.33%-18.8pp | 64.74%-50.2pp | 35.62%-21.1pp |
| Employer contribution / active EE | $8,917 | $3,101+187.6% | $4,674+90.8% | $2,756+223.6% |
| Participant deferral / active EE | $8,935 | $3,452+158.8% | $5,628+58.8% | $4,297+107.9% |
| Admin fee / account holder | $7,838 | $7,998-2.0% | $15,916-50.8% | $6,935+13.0% |