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 | $199,566 | $85,202+134.2% | $172,739+15.5% | $72,985+173.4% |
| Participation rate | 97.2% | 70.1%+27.2pp | 82.6%+14.6pp | 69.5%+27.7pp |
| Annual return | 20.23% | 27.32%-7.1pp | 802.84%-782.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $6,526 | $3,324+96.3% | $5,143+26.9% | $2,440+167.5% |
| Participant deferral / active EE | $5,178 | $3,260+58.8% | $5,198-0.4% | $3,607+43.5% |
| Admin fee / account holder | $58,354 | $5,884+891.8% | $13,954+318.2% | $5,124+1038.8% |