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 | $187,685 | $85,202+120.3% | $172,739+8.7% | $72,985+157.2% |
| Participation rate | 90.0% | 70.1%+19.9pp | 82.6%+7.4pp | 69.5%+20.5pp |
| Annual return | 20.77% | 27.32%-6.6pp | 802.84%-782.1pp | 81.00%-60.2pp |
| Employer contribution / active EE | $7,265 | $3,324+118.5% | $5,143+41.3% | $2,440+197.8% |
| Participant deferral / active EE | $6,350 | $3,260+94.8% | $5,198+22.2% | $3,607+76.0% |
| Admin fee / account holder | $2,563 | $5,884-56.4% | $13,954-81.6% | $5,124-50.0% |