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 | $195,290 | $77,899+150.7% | $149,673+30.5% | $75,163+159.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 35.38% | 31.72%+3.7pp | 134.42%-99.0pp | 160.62%-125.2pp |
| Employer contribution / active EE | $8,193 | $3,137+161.1% | $4,818+70.1% | $2,670+206.9% |
| Participant deferral / active EE | $6,162 | $3,411+80.7% | $5,680+8.5% | $4,125+49.4% |
| Admin fee / account holder | $11,035 | $5,956+85.3% | $13,210-16.5% | $5,651+95.3% |