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 | $215,394 | $53,127+305.4% | $86,590+148.8% | $70,131+207.1% |
| Participation rate | 97.8% | 65.3%+32.5pp | 73.5%+24.3pp | 69.5%+28.3pp |
| Annual return | 16.57% | 27.66%-11.1pp | 964.84%-948.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $13,801 | $2,068+567.3% | $2,839+386.1% | $2,342+489.2% |
| Participant deferral / active EE | $11,648 | $2,696+332.1% | $3,609+222.8% | $3,332+249.6% |
| Admin fee / account holder | $25,325 | $3,585+606.3% | $4,906+416.2% | $4,645+445.2% |