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 | $210,309 | $85,202+146.8% | $172,739+21.7% | $72,985+188.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.86% | 27.32%-4.5pp | 802.84%-780.0pp | 81.00%-58.1pp |
| Employer contribution / active EE | $5,013 | $3,324+50.8% | $5,143-2.5% | $2,440+105.5% |
| Participant deferral / active EE | $5,899 | $3,260+80.9% | $5,198+13.5% | $3,607+63.5% |
| Admin fee / account holder | $6,327 | $5,884+7.5% | $13,954-54.7% | $5,124+23.5% |