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 | $211,706 | $89,652+136.1% | $141,162+50.0% | $65,185+224.8% |
| Participation rate | 99.0% | 74.7%+24.3pp | 82.5%+16.5pp | 70.2%+28.8pp |
| Annual return | 22.37% | 32.79%-10.4pp | 71.39%-49.0pp | 29.38%-7.0pp |
| Employer contribution / active EE | $14,421 | $3,065+370.6% | $4,735+204.6% | $2,177+562.5% |
| Participant deferral / active EE | $12,672 | $5,691+122.7% | $6,709+88.9% | $3,514+260.7% |
| Admin fee / account holder | $12,120 | $569+2031.8% | $10,261+18.1% | $847+1330.7% |