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 | $214,120 | $98,750+116.8% | $149,696+43.0% | $79,858+168.1% |
| Participation rate | 98.0% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.4pp |
| Annual return | 19.81% | 27.43%-7.6pp | 276.60%-256.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $10,122 | $3,216+214.7% | $4,644+117.9% | $2,471+309.7% |
| Participant deferral / active EE | $10,894 | $5,680+91.8% | $6,842+59.2% | $3,740+191.3% |
| Admin fee / account holder | $5,000 | $6,053-17.4% | $9,309-46.3% | $5,306-5.8% |