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 | $191,875 | $56,199+241.4% | $67,652+183.6% | $59,632+221.8% |
| Participation rate | 95.3% | 71.5%+23.8pp | 75.7%+19.6pp | 68.7%+26.6pp |
| Annual return | 1.55% | 18505.31%-18503.8pp | 6625.04%-6623.5pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $8,067 | $1,614+399.7% | $2,266+256.1% | $2,203+266.3% |
| Participant deferral / active EE | $5,253 | $2,844+84.7% | $3,560+47.6% | $3,192+64.6% |
| Admin fee / account holder | $11,068 | $3,958+179.6% | $4,821+129.6% | $4,297+157.6% |