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 | $232,708 | $77,634+199.7% | $156,549+48.6% | $62,891+270.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 55.50% | 50.32%+5.2pp | 32.23%+23.3pp | 20.14%+35.4pp |
| Employer contribution / active EE | $8,195 | $3,444+138.0% | $5,501+49.0% | $2,281+259.3% |
| Participant deferral / active EE | $5,927 | $3,045+94.6% | $4,871+21.7% | $3,203+85.1% |
| Admin fee / account holder | $1,283 | $5,561-76.9% | $13,027-90.1% | $4,296-70.1% |