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 | $147,878 | $85,202+73.6% | $172,739-14.4% | $72,985+102.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.03% | 27.32%-4.3pp | 802.84%-779.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,834 | $3,324-14.7% | $5,143-44.9% | $2,440+16.2% |
| Participant deferral / active EE | $8,312 | $3,260+155.0% | $5,198+59.9% | $3,607+130.4% |
| Admin fee / account holder | $12,082 | $5,884+105.3% | $13,954-13.4% | $5,124+135.8% |