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 | $238,824 | $60,349+295.7% | $74,183+221.9% | $62,891+279.7% |
| Participation rate | 97.1% | 72.7%+24.4pp | 76.6%+20.5pp | 69.3%+27.8pp |
| Annual return | 9.01% | 21.37%-12.4pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $4,768 | $1,680+183.8% | $2,370+101.2% | $2,281+109.0% |
| Participant deferral / active EE | $7,217 | $2,856+152.7% | $3,550+103.3% | $3,203+125.3% |
| Admin fee / account holder | $2,986 | $4,261-29.9% | $5,586-46.5% | $4,296-30.5% |