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 | $244,610 | $85,202+187.1% | $172,739+41.6% | $72,985+235.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.42% | 27.32%-5.9pp | 802.84%-781.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $9,121 | $3,324+174.4% | $5,143+77.4% | $2,440+273.8% |
| Participant deferral / active EE | $10,820 | $3,260+231.9% | $5,198+108.2% | $3,607+199.9% |
| Admin fee / account holder | $8,561 | $5,884+45.5% | $13,954-38.7% | $5,124+67.1% |