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 | $220,897 | $91,190+142.2% | $178,490+23.8% | $79,858+176.6% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.6pp | 69.6%+27.9pp |
| Annual return | 19.68% | 24.19%-4.5pp | 151.07%-131.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $14,536 | $3,256+346.5% | $5,011+190.1% | $2,471+488.3% |
| Participant deferral / active EE | $8,098 | $3,236+150.2% | $5,202+55.7% | $3,740+116.5% |
| Admin fee / account holder | $7,342 | $6,751+8.8% | $13,984-47.5% | $5,306+38.4% |