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 | $208,401 | $85,202+144.6% | $172,739+20.6% | $72,985+185.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.47% | 27.32%-6.9pp | 802.84%-782.4pp | 81.00%-60.5pp |
| Employer contribution / active EE | $7,997 | $3,324+140.6% | $5,143+55.5% | $2,440+227.8% |
| Participant deferral / active EE | $5,907 | $3,260+81.2% | $5,198+13.6% | $3,607+63.7% |
| Admin fee / account holder | $87,513 | $5,884+1387.3% | $13,954+527.2% | $5,124+1607.8% |