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 | $230,515 | $85,202+170.6% | $172,739+33.4% | $72,985+215.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.46% | 27.32%-3.9pp | 802.84%-779.4pp | 81.00%-57.5pp |
| Employer contribution / active EE | $4,488 | $3,324+35.0% | $5,143-12.7% | $2,440+83.9% |
| Participant deferral / active EE | $5,527 | $3,260+69.5% | $5,198+6.3% | $3,607+53.2% |
| Admin fee / account holder | $2,887 | $5,884-50.9% | $13,954-79.3% | $5,124-43.7% |