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 | $212,154 | $85,202+149.0% | $172,739+22.8% | $72,985+190.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.87% | 27.32%-8.5pp | 802.84%-784.0pp | 81.00%-62.1pp |
| Employer contribution / active EE | $6,267 | $3,324+88.5% | $5,143+21.8% | $2,440+156.8% |
| Participant deferral / active EE | $4,411 | $3,260+35.3% | $5,198-15.1% | $3,607+22.3% |
| Admin fee / account holder | $5,727 | $5,884-2.7% | $13,954-59.0% | $5,124+11.8% |