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 | $190,241 | $91,190+108.6% | $178,490+6.6% | $79,858+138.2% |
| Participation rate | 96.0% | 69.2%+26.8pp | 81.9%+14.1pp | 69.6%+26.4pp |
| Annual return | 22.63% | 24.19%-1.6pp | 151.07%-128.4pp | 31.71%-9.1pp |
| Employer contribution / active EE | $9,355 | $3,256+187.3% | $5,011+86.7% | $2,471+278.6% |
| Participant deferral / active EE | $7,189 | $3,236+122.2% | $5,202+38.2% | $3,740+92.2% |
| Admin fee / account holder | $9,995 | $6,751+48.1% | $13,984-28.5% | $5,306+88.4% |