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 | $208,321 | $85,202+144.5% | $172,739+20.6% | $72,985+185.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.76% | 27.32%-6.6pp | 802.84%-782.1pp | 81.00%-60.2pp |
| Employer contribution / active EE | $9,609 | $3,324+189.0% | $5,143+86.8% | $2,440+293.8% |
| Participant deferral / active EE | $6,950 | $3,260+113.2% | $5,198+33.7% | $3,607+92.7% |
| Admin fee / account holder | $673 | $5,884-88.6% | $13,954-95.2% | $5,124-86.9% |