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 | $218,931 | $85,202+157.0% | $172,739+26.7% | $72,985+200.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.45% | 27.32%-6.9pp | 802.84%-782.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $6,891 | $3,324+107.3% | $5,143+34.0% | $2,440+182.4% |
| Participant deferral / active EE | $6,162 | $3,260+89.0% | $5,198+18.6% | $3,607+70.8% |
| Admin fee / account holder | $52,978 | $5,884+800.4% | $13,954+279.7% | $5,124+933.8% |