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 | $181,386 | $54,762+231.2% | $90,281+100.9% | $72,985+148.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.97% | 30.63%-11.7pp | 78.10%-59.1pp | 81.00%-62.0pp |
| Employer contribution / active EE | $10,598 | $2,092+406.5% | $2,854+271.3% | $2,440+334.4% |
| Participant deferral / active EE | $3,424 | $2,887+18.6% | $3,885-11.9% | $3,607-5.1% |
| Admin fee / account holder | $13,578 | $3,972+241.9% | $5,351+153.7% | $5,124+165.0% |