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 | $226,089 | $79,944+182.8% | $98,439+129.7% | $75,163+200.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 18.41% | 19.75%-1.3pp | 21.16%-2.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $6,893 | $2,264+204.5% | $3,048+126.1% | $2,670+158.2% |
| Participant deferral / active EE | $8,196 | $3,752+118.4% | $4,738+73.0% | $4,125+98.7% |
| Admin fee / account holder | $21,443 | $6,840+213.5% | $8,948+139.7% | $5,651+279.5% |