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 | $196,744 | $49,922+294.1% | $80,569+144.2% | $75,163+161.8% |
| Participation rate | 97.8% | 55.3%+42.5pp | 67.0%+30.8pp | 67.2%+30.6pp |
| Annual return | 15.78% | 34.69%-18.9pp | 935.43%-919.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,331 | $1,698+96.1% | $2,723+22.3% | $2,670+24.8% |
| Participant deferral / active EE | $7,830 | $2,990+161.8% | $4,447+76.1% | $4,125+89.8% |
| Admin fee / account holder | $19,722 | $3,577+451.3% | $5,377+266.8% | $5,651+249.0% |