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 | $235,055 | $72,277+225.2% | $101,248+132.2% | $79,858+194.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.85% | 22.30%-6.4pp | 46.47%-30.6pp | 31.71%-15.9pp |
| Employer contribution / active EE | $4,027 | $2,692+49.6% | $3,660+10.0% | $2,471+63.0% |
| Participant deferral / active EE | $6,803 | $3,282+107.3% | $4,370+55.7% | $3,740+81.9% |
| Admin fee / account holder | $12,225 | $4,400+177.8% | $5,945+105.6% | $5,306+130.4% |