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 | $197,408 | $109,881+79.7% | $150,045+31.6% | $84,808+132.8% |
| Participation rate | 97.4% | 76.1%+21.3pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 16.68% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $6,650 | $3,561+86.7% | $4,693+41.7% | $2,631+152.8% |
| Participant deferral / active EE | $8,923 | $6,636+34.5% | $7,997+11.6% | $4,212+111.9% |
| Admin fee / account holder | $57,468 | $8,568+570.7% | $13,435+327.8% | $7,344+682.5% |