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 | $217,088 | $98,750+119.8% | $149,696+45.0% | $79,858+171.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.30% | 27.43%-13.1pp | 276.60%-262.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $8,058 | $3,216+150.5% | $4,644+73.5% | $2,471+226.1% |
| Participant deferral / active EE | $10,199 | $5,680+79.6% | $6,842+49.1% | $3,740+172.7% |
| Admin fee / account holder | $10,008 | $6,053+65.4% | $9,309+7.5% | $5,306+88.6% |