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 | $226,304 | $85,202+165.6% | $172,739+31.0% | $72,985+210.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.21% | 27.32%-5.1pp | 802.84%-780.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $7,465 | $3,324+124.5% | $5,143+45.1% | $2,440+205.9% |
| Participant deferral / active EE | $3,075 | $3,260-5.7% | $5,198-40.8% | $3,607-14.8% |
| Admin fee / account holder | $1,191 | $5,884-79.8% | $13,954-91.5% | $5,124-76.8% |