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 | $242,683 | $63,346+283.1% | $92,233+163.1% | $70,131+246.0% |
| Participation rate | 96.4% | 68.7%+27.8pp | 76.5%+19.9pp | 69.5%+26.9pp |
| Annual return | 26.23% | 530.12%-503.9pp | 176.28%-150.1pp | 73.14%-46.9pp |
| Employer contribution / active EE | $13,667 | $2,471+453.1% | $3,679+271.5% | $2,342+483.5% |
| Participant deferral / active EE | $7,967 | $2,854+179.2% | $3,897+104.5% | $3,332+139.1% |
| Admin fee / account holder | $26,039 | $3,840+578.1% | $5,194+401.4% | $4,645+460.5% |