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 | $220,697 | $91,190+142.0% | $178,490+23.6% | $79,858+176.4% |
| Participation rate | 79.5% | 69.2%+10.3pp | 81.9%-2.4pp | 69.6%+9.9pp |
| Annual return | 10.58% | 24.19%-13.6pp | 151.07%-140.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $9,938 | $3,256+205.2% | $5,011+98.3% | $2,471+302.2% |
| Participant deferral / active EE | $9,896 | $3,236+205.8% | $5,202+90.3% | $3,740+164.6% |
| Admin fee / account holder | $9,697 | $6,751+43.6% | $13,984-30.7% | $5,306+82.7% |