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 | $200,235 | $63,346+216.1% | $92,233+117.1% | $70,131+185.5% |
| Participation rate | 97.3% | 68.7%+28.7pp | 76.5%+20.9pp | 69.5%+27.8pp |
| Annual return | 13.08% | 530.12%-517.0pp | 176.28%-163.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $9,476 | $2,471+283.5% | $3,679+157.5% | $2,342+304.5% |
| Participant deferral / active EE | $5,665 | $2,854+98.5% | $3,897+45.4% | $3,332+70.0% |
| Admin fee / account holder | $26,966 | $3,840+602.2% | $5,194+419.2% | $4,645+480.5% |