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 | $207,283 | $84,233+146.1% | $170,442+21.6% | $70,131+195.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.75% | 23.06%-3.3pp | 205.93%-186.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $8,788 | $3,387+159.5% | $5,433+61.8% | $2,342+275.2% |
| Participant deferral / active EE | $7,209 | $3,086+133.6% | $4,939+45.9% | $3,332+116.4% |
| Admin fee / account holder | $2,111 | $5,698-63.0% | $13,880-84.8% | $4,645-54.6% |