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 | $150,861 | $85,202+77.1% | $172,739-12.7% | $72,985+106.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.07% | 27.32%-6.3pp | 802.84%-781.8pp | 81.00%-59.9pp |
| Employer contribution / active EE | $6,254 | $3,324+88.1% | $5,143+21.6% | $2,440+156.3% |
| Participant deferral / active EE | $3,703 | $3,260+13.6% | $5,198-28.7% | $3,607+2.7% |
| Admin fee / account holder | $4,014 | $5,884-31.8% | $13,954-71.2% | $5,124-21.7% |