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 | $235,970 | $85,202+177.0% | $172,739+36.6% | $72,985+223.3% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.6%+13.7pp | 69.5%+26.8pp |
| Annual return | 20.74% | 27.32%-6.6pp | 802.84%-782.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $8,418 | $3,324+153.2% | $5,143+63.7% | $2,440+245.0% |
| Participant deferral / active EE | $5,341 | $3,260+63.8% | $5,198+2.8% | $3,607+48.1% |
| Admin fee / account holder | $5,637 | $5,884-4.2% | $13,954-59.6% | $5,124+10.0% |