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 | $188,511 | $100,041+88.4% | $149,718+25.9% | $70,131+168.8% |
| Participation rate | 98.7% | 83.6%+15.1pp | 87.1%+11.6pp | 69.5%+29.2pp |
| Annual return | 13.97% | 27.43%-13.5pp | 1501.63%-1487.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $19,411 | $3,662+430.1% | $5,445+256.5% | $2,342+728.7% |
| Participant deferral / active EE | $7,154 | $4,983+43.6% | $6,569+8.9% | $3,332+114.7% |
| Admin fee / account holder | $9,729 | $8,286+17.4% | $11,283-13.8% | $4,645+109.4% |