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 | $169,546 | $85,202+99.0% | $172,739-1.8% | $72,985+132.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.82% | 27.32%-1.5pp | 802.84%-777.0pp | 81.00%-55.2pp |
| Employer contribution / active EE | $13,120 | $3,324+294.7% | $5,143+155.1% | $2,440+437.7% |
| Participant deferral / active EE | $9,471 | $3,260+190.5% | $5,198+82.2% | $3,607+162.5% |
| Admin fee / account holder | $6,589 | $5,884+12.0% | $13,954-52.8% | $5,124+28.6% |