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 | $191,251 | $78,672+143.1% | $109,143+75.2% | $85,850+122.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 28.44% | 25.09%+3.4pp | 25.75%+2.7pp | 318.53%-290.1pp |
| Employer contribution / active EE | $10,024 | $2,735+266.5% | $3,722+169.3% | $2,565+290.8% |
| Participant deferral / active EE | $10,004 | $3,467+188.5% | $4,653+115.0% | $3,952+153.2% |
| Admin fee / account holder | $4,645 | $5,469-15.1% | $6,752-31.2% | $6,260-25.8% |