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 | $123,679 | $85,202+45.2% | $172,739-28.4% | $72,985+69.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.58% | 27.32%-6.7pp | 802.84%-782.3pp | 81.00%-60.4pp |
| Employer contribution / active EE | $3,092 | $3,324-7.0% | $5,143-39.9% | $2,440+26.7% |
| Participant deferral / active EE | $4,972 | $3,260+52.5% | $5,198-4.3% | $3,607+37.8% |
| Admin fee / account holder | $7,658 | $5,884+30.2% | $13,954-45.1% | $5,124+49.4% |