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 | $110,562 | $85,202+29.8% | $172,739-36.0% | $72,985+51.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.51% | 27.32%-6.8pp | 802.84%-782.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $9,457 | $3,324+184.5% | $5,143+83.9% | $2,440+287.6% |
| Participant deferral / active EE | $6,696 | $3,260+105.4% | $5,198+28.8% | $3,607+85.6% |
| Admin fee / account holder | $1,047 | $5,884-82.2% | $13,954-92.5% | $5,124-79.6% |