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 | $212,118 | $102,382+107.2% | $147,005+44.3% | $80,874+162.3% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.2%+13.0pp | 67.6%+27.5pp |
| Annual return | 37.24% | 134.89%-97.6pp | 418.76%-381.5pp | 35.62%+1.6pp |
| Employer contribution / active EE | $17,817 | $3,715+379.6% | $4,934+261.1% | $2,756+546.6% |
| Participant deferral / active EE | $5,940 | $6,646-10.6% | $8,070-26.4% | $4,297+38.2% |
| Admin fee / account holder | $11,816 | $7,942+48.8% | $13,006-9.2% | $6,935+70.4% |