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 | $244,001 | $85,202+186.4% | $172,739+41.3% | $72,985+234.3% |
| Participation rate | 92.4% | 70.1%+22.4pp | 82.6%+9.8pp | 69.5%+22.9pp |
| Annual return | 22.66% | 27.32%-4.7pp | 802.84%-780.2pp | 81.00%-58.3pp |
| Employer contribution / active EE | $7,848 | $3,324+136.1% | $5,143+52.6% | $2,440+221.6% |
| Participant deferral / active EE | $8,876 | $3,260+172.3% | $5,198+70.8% | $3,607+146.1% |
| Admin fee / account holder | $15,491 | $5,884+163.3% | $13,954+11.0% | $5,124+202.3% |