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 | $197,628 | $78,485+151.8% | $106,213+86.1% | $74,495+165.3% |
| Participation rate | 92.7% | 72.8%+19.9pp | 75.3%+17.5pp | 67.2%+25.5pp |
| Annual return | 15.66% | 15.95%-0.3pp | 116.14%-100.5pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $8,192 | $2,523+224.7% | $3,171+158.3% | $2,623+212.3% |
| Participant deferral / active EE | $13,882 | $4,322+221.2% | $5,016+176.8% | $4,346+219.4% |
| Admin fee / account holder | $11,150 | $2,232+399.6% | $11,033+1.1% | $1,942+474.2% |