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 | $235,514 | $137,414+71.4% | $189,513+24.3% | $85,850+174.3% |
| Participation rate | 97.2% | 84.6%+12.6pp | 87.8%+9.4pp | 69.3%+27.9pp |
| Annual return | 18.07% | 38.14%-20.1pp | 555.15%-537.1pp | 318.53%-300.5pp |
| Employer contribution / active EE | $9,567 | $4,344+120.2% | $6,162+55.3% | $2,565+273.0% |
| Participant deferral / active EE | $7,445 | $6,260+18.9% | $8,221-9.4% | $3,952+88.4% |
| Admin fee / account holder | $1,624 | $8,630-81.2% | $12,045-86.5% | $6,260-74.1% |