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 | $207,132 | $78,422+164.1% | $95,952+115.9% | $79,858+159.4% |
| Participation rate | 90.0% | 73.5%+16.5pp | 77.1%+12.9pp | 69.6%+20.4pp |
| Annual return | 15.07% | 19.37%-4.3pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $11,277 | $1,945+479.8% | $2,541+343.8% | $2,471+356.4% |
| Participant deferral / active EE | $7,955 | $3,440+131.3% | $4,167+90.9% | $3,740+112.7% |
| Admin fee / account holder | $27,012 | $5,622+380.5% | $6,795+297.5% | $5,306+409.1% |