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 | $217,499 | $79,944+172.1% | $98,439+120.9% | $75,163+189.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 14.92% | 19.75%-4.8pp | 21.16%-6.2pp | 160.62%-145.7pp |
| Employer contribution / active EE | $12,901 | $2,264+469.9% | $3,048+323.2% | $2,670+383.2% |
| Participant deferral / active EE | $8,240 | $3,752+119.6% | $4,738+73.9% | $4,125+99.8% |
| Admin fee / account holder | $8,115 | $6,840+18.6% | $8,948-9.3% | $5,651+43.6% |