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 | $206,415 | $86,286+139.2% | $111,297+85.5% | $85,850+140.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 17.87% | 19.99%-2.1pp | 54.65%-36.8pp | 318.53%-300.7pp |
| Employer contribution / active EE | $3,385 | $2,043+65.7% | $2,731+23.9% | $2,565+31.9% |
| Participant deferral / active EE | $7,101 | $3,641+95.1% | $4,487+58.3% | $3,952+79.7% |
| Admin fee / account holder | $13,230 | $8,188+61.6% | $7,964+66.1% | $6,260+111.3% |