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 | $213,705 | $101,763+110.0% | $164,866+29.6% | $80,874+164.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.69% | 16.73%-2.0pp | 69.97%-55.3pp | 35.62%-20.9pp |
| Employer contribution / active EE | $13,721 | $2,954+364.4% | $4,343+216.0% | $2,756+397.9% |
| Participant deferral / active EE | $21,747 | $4,477+385.8% | $6,033+260.5% | $4,297+406.1% |
| Admin fee / account holder | $48,865 | $8,228+493.9% | $12,689+285.1% | $6,935+604.6% |