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 | $112,177 | $70,475+59.2% | $100,516+11.6% | $79,858+40.5% |
| Participation rate | 97.6% | 73.7%+24.0pp | 79.4%+18.2pp | 69.6%+28.0pp |
| Annual return | 42.23% | 21.90%+20.3pp | 30.89%+11.3pp | 31.71%+10.5pp |
| Employer contribution / active EE | $11,905 | $2,165+450.0% | $3,418+248.3% | $2,471+381.8% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $330 | $4,478-92.6% | $8,081-95.9% | $5,306-93.8% |