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 | $220,759 | $77,145+186.2% | $108,410+103.6% | $85,850+157.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.51% | 44.54%-30.0pp | 905.27%-890.8pp | 318.53%-304.0pp |
| Employer contribution / active EE | $7,039 | $2,379+195.8% | $3,558+97.8% | $2,565+174.4% |
| Participant deferral / active EE | $8,639 | $5,566+55.2% | $6,563+31.6% | $3,952+118.6% |
| Admin fee / account holder | $10,839 | $5,172+109.6% | $7,295+48.6% | $6,260+73.2% |