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 | $209,174 | $77,634+169.4% | $156,549+33.6% | $62,891+232.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.32% | 50.32%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $9,965 | $3,444+189.4% | $5,501+81.1% | $2,281+336.9% |
| Participant deferral / active EE | $6,408 | $3,045+110.4% | $4,871+31.5% | $3,203+100.1% |
| Admin fee / account holder | $4,555 | $5,561-18.1% | $13,027-65.0% | $4,296+6.0% |