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 8-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 | $199,924 | $85,202+134.6% | $172,739+15.7% | $72,985+173.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.41% | 27.32%-3.9pp | 802.84%-779.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $9,230 | $3,324+177.7% | $5,143+79.5% | $2,440+278.3% |
| Participant deferral / active EE | $4,949 | $3,260+51.8% | $5,198-4.8% | $3,607+37.2% |
| Admin fee / account holder | $9,324 | $5,884+58.5% | $13,954-33.2% | $5,124+82.0% |