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 | $207,530 | $85,202+143.6% | $172,739+20.1% | $72,985+184.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.48% | 27.32%-1.8pp | 802.84%-777.4pp | 81.00%-55.5pp |
| Employer contribution / active EE | $8,163 | $3,324+145.5% | $5,143+58.7% | $2,440+234.6% |
| Participant deferral / active EE | $9,971 | $3,260+205.8% | $5,198+91.8% | $3,607+176.4% |
| Admin fee / account holder | $1,500 | $5,884-74.5% | $13,954-89.3% | $5,124-70.7% |