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 | $217,203 | $75,963+185.9% | $97,995+121.6% | $70,131+209.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 16.38% | 19.26%-2.9pp | 23.94%-7.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $16,561 | $3,278+405.2% | $4,158+298.3% | $2,342+607.0% |
| Participant deferral / active EE | $6,910 | $4,053+70.5% | $5,097+35.6% | $3,332+107.4% |
| Admin fee / account holder | $67,139 | $5,407+1141.7% | $5,943+1029.6% | $4,645+1345.3% |