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 | $185,850 | $85,202+118.1% | $172,739+7.6% | $72,985+154.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.76% | 27.32%-4.6pp | 802.84%-780.1pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,901 | $3,324-12.7% | $5,143-43.6% | $2,440+18.9% |
| Participant deferral / active EE | $6,629 | $3,260+103.3% | $5,198+27.5% | $3,607+83.8% |
| Admin fee / account holder | $697 | $5,884-88.2% | $13,954-95.0% | $5,124-86.4% |