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 | $152,990 | $85,202+79.6% | $172,739-11.4% | $72,985+109.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.92% | 27.32%-3.4pp | 802.84%-778.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $6,427 | $3,324+93.3% | $5,143+25.0% | $2,440+163.4% |
| Participant deferral / active EE | $5,268 | $3,260+61.6% | $5,198+1.4% | $3,607+46.0% |
| Admin fee / account holder | $3,509 | $5,884-40.4% | $13,954-74.9% | $5,124-31.5% |