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 | $208,329 | $85,202+144.5% | $172,739+20.6% | $72,985+185.4% |
| Participation rate | 95.5% | 70.1%+25.4pp | 82.6%+12.8pp | 69.5%+26.0pp |
| Annual return | 23.92% | 27.32%-3.4pp | 802.84%-778.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $15,078 | $3,324+353.6% | $5,143+193.2% | $2,440+518.0% |
| Participant deferral / active EE | $10,942 | $3,260+235.6% | $5,198+110.5% | $3,607+203.3% |
| Admin fee / account holder | $5,387 | $5,884-8.5% | $13,954-61.4% | $5,124+5.1% |