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 | $190,666 | $87,013+119.1% | $106,213+79.5% | $80,856+135.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.15% | 17.05%-1.9pp | 116.14%-101.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $7,515 | $2,395+213.8% | $3,171+137.0% | $2,755+172.8% |
| Participant deferral / active EE | $9,126 | $3,986+129.0% | $5,016+81.9% | $4,296+112.4% |
| Admin fee / account holder | $6,082 | $8,431-27.9% | $11,033-44.9% | $6,918-12.1% |