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 | $249,562 | $85,202+192.9% | $172,739+44.5% | $72,985+241.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.08% | 27.32%-1.2pp | 802.84%-776.8pp | 81.00%-54.9pp |
| Employer contribution / active EE | $13,366 | $3,324+302.1% | $5,143+159.9% | $2,440+447.8% |
| Participant deferral / active EE | $5,635 | $3,260+72.8% | $5,198+8.4% | $3,607+56.2% |
| Admin fee / account holder | $2,789 | $5,884-52.6% | $13,954-80.0% | $5,124-45.6% |