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 9-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 | $213,306 | $85,202+150.4% | $172,739+23.5% | $72,985+192.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.41% | 27.32%-0.9pp | 802.84%-776.4pp | 81.00%-54.6pp |
| Employer contribution / active EE | $19,161 | $3,324+476.4% | $5,143+272.6% | $2,440+685.3% |
| Participant deferral / active EE | $8,597 | $3,260+163.7% | $5,198+65.4% | $3,607+138.3% |
| Admin fee / account holder | $1,227 | $5,884-79.1% | $13,954-91.2% | $5,124-76.1% |