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 | $220,578 | $48,795+352.1% | $65,493+236.8% | $84,808+160.1% |
| Participation rate | 97.2% | 67.0%+30.2pp | 73.1%+24.1pp | 68.3%+28.9pp |
| Annual return | 16.53% | 20.20%-3.7pp | 982.45%-965.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $21,583 | $1,930+1018.5% | $2,574+738.4% | $2,631+720.3% |
| Participant deferral / active EE | $6,561 | $2,928+124.0% | $3,961+65.6% | $4,212+55.8% |
| Admin fee / account holder | $22,418 | $3,877+478.2% | $5,028+345.8% | $7,344+205.3% |