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 | $212,195 | $92,985+128.2% | $153,485+38.3% | $80,856+162.4% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 16.67% | 19.95%-3.3pp | 15.65%+1.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $9,684 | $3,507+176.1% | $5,039+92.2% | $2,755+251.5% |
| Participant deferral / active EE | $12,853 | $5,178+148.2% | $6,757+90.2% | $4,296+199.2% |
| Admin fee / account holder | $5,371 | $8,880-39.5% | $12,724-57.8% | $6,918-22.4% |