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 | $205,174 | $78,705+160.7% | $117,854+74.1% | $70,131+192.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 20.90% | 23.30%-2.4pp | 335.08%-314.2pp | 73.14%-52.2pp |
| Employer contribution / active EE | $7,073 | $2,223+218.1% | $3,786+86.8% | $2,342+201.9% |
| Participant deferral / active EE | $7,726 | $3,297+134.3% | $4,482+72.4% | $3,332+131.9% |
| Admin fee / account holder | $7,051 | $5,065+39.2% | $8,020-12.1% | $4,645+51.8% |