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 | $111,917 | $85,202+31.4% | $172,739-35.2% | $72,985+53.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.43% | 27.32%-8.9pp | 802.84%-784.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $6,004 | $3,324+80.6% | $5,143+16.7% | $2,440+146.1% |
| Participant deferral / active EE | $5,142 | $3,260+57.7% | $5,198-1.1% | $3,607+42.5% |
| Admin fee / account holder | $6,293 | $5,884+7.0% | $13,954-54.9% | $5,124+22.8% |