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 | $190,898 | $85,202+124.1% | $172,739+10.5% | $72,985+161.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.52% | 27.32%-6.8pp | 802.84%-782.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $4,554 | $3,324+37.0% | $5,143-11.5% | $2,440+86.6% |
| Participant deferral / active EE | $6,599 | $3,260+102.4% | $5,198+27.0% | $3,607+82.9% |
| Admin fee / account holder | $7,004 | $5,884+19.0% | $13,954-49.8% | $5,124+36.7% |