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 | $137,436 | $85,202+61.3% | $172,739-20.4% | $72,985+88.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.36% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.6pp |
| Employer contribution / active EE | $5,589 | $3,324+68.1% | $5,143+8.7% | $2,440+129.1% |
| Participant deferral / active EE | $5,586 | $3,260+71.3% | $5,198+7.5% | $3,607+54.9% |
| Admin fee / account holder | $738 | $5,884-87.5% | $13,954-94.7% | $5,124-85.6% |