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 | $222,706 | $85,202+161.4% | $172,739+28.9% | $72,985+205.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.28% | 27.32%-4.0pp | 802.84%-779.6pp | 81.00%-57.7pp |
| Employer contribution / active EE | $7,979 | $3,324+140.0% | $5,143+55.1% | $2,440+227.0% |
| Participant deferral / active EE | $8,527 | $3,260+161.5% | $5,198+64.1% | $3,607+136.4% |
| Admin fee / account holder | $7,546 | $5,884+28.2% | $13,954-45.9% | $5,124+47.3% |