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 | $212,955 | $85,202+149.9% | $172,739+23.3% | $72,985+191.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.38% | 27.32%-0.9pp | 802.84%-776.5pp | 81.00%-54.6pp |
| Employer contribution / active EE | $28,508 | $3,324+757.5% | $5,143+454.3% | $2,440+1068.4% |
| Participant deferral / active EE | $15,142 | $3,260+364.5% | $5,198+191.3% | $3,607+319.8% |
| Admin fee / account holder | $10,768 | $5,884+83.0% | $13,954-22.8% | $5,124+110.1% |