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 | $214,255 | $89,355+139.8% | $141,162+51.8% | $72,985+193.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.34% | 111.85%-88.5pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $8,370 | $3,114+168.8% | $4,735+76.8% | $2,440+243.1% |
| Participant deferral / active EE | $9,282 | $5,418+71.3% | $6,709+38.3% | $3,607+157.3% |
| Admin fee / account holder | $3,421 | $5,958-42.6% | $10,261-66.7% | $5,124-33.2% |