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 | $204,907 | $91,552+123.8% | $133,956+53.0% | $79,858+156.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.28% | 61.85%-50.6pp | 45.09%-33.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $10,347 | $2,384+334.1% | $3,919+164.0% | $2,471+318.7% |
| Participant deferral / active EE | $9,143 | $3,733+144.9% | $5,048+81.1% | $3,740+144.5% |
| Admin fee / account holder | $5,825 | $6,321-7.9% | $8,927-34.8% | $5,306+9.8% |