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 | $214,180 | $72,277+196.3% | $101,248+111.5% | $79,858+168.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 20.35% | 22.30%-2.0pp | 46.47%-26.1pp | 31.71%-11.4pp |
| Employer contribution / active EE | $3,325 | $2,692+23.5% | $3,660-9.1% | $2,471+34.6% |
| Participant deferral / active EE | $8,142 | $3,282+148.1% | $4,370+86.3% | $3,740+117.7% |
| Admin fee / account holder | $16,501 | $4,400+275.0% | $5,945+177.5% | $5,306+211.0% |