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 | $208,108 | $65,409+218.2% | $98,442+111.4% | $85,850+142.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.44% | 21.76%-8.3pp | 1492.73%-1479.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $8,691 | $2,168+300.9% | $2,960+193.6% | $2,565+238.8% |
| Participant deferral / active EE | $7,655 | $3,166+141.8% | $4,276+79.0% | $3,952+93.7% |
| Admin fee / account holder | $6,140 | $4,593+33.7% | $5,949+3.2% | $6,260-1.9% |