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 | $202,649 | $54,705+270.4% | $71,209+184.6% | $84,808+139.0% |
| Participation rate | 93.6% | 64.1%+29.5pp | 73.8%+19.9pp | 68.3%+25.3pp |
| Annual return | 17.27% | 35.90%-18.6pp | 282.51%-265.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $6,795 | $2,158+214.9% | $2,721+149.7% | $2,631+158.3% |
| Participant deferral / active EE | $7,316 | $3,030+141.4% | $4,175+75.2% | $4,212+73.7% |
| Admin fee / account holder | $7,465 | $4,863+53.5% | $5,349+39.6% | $7,344+1.7% |