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 | $208,246 | $89,355+133.1% | $141,162+47.5% | $72,985+185.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.07% | 111.85%-88.8pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $12,407 | $3,114+298.4% | $4,735+162.0% | $2,440+408.5% |
| Participant deferral / active EE | $4,667 | $5,418-13.9% | $6,709-30.4% | $3,607+29.4% |
| Admin fee / account holder | $3,193 | $5,958-46.4% | $10,261-68.9% | $5,124-37.7% |