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 | $147,187 | $85,202+72.8% | $172,739-14.8% | $72,985+101.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.72% | 27.32%-6.6pp | 802.84%-782.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $6,022 | $3,324+81.1% | $5,143+17.1% | $2,440+146.8% |
| Participant deferral / active EE | $5,393 | $3,260+65.4% | $5,198+3.8% | $3,607+49.5% |
| Admin fee / account holder | $1,029 | $5,884-82.5% | $13,954-92.6% | $5,124-79.9% |