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 | $131,319 | $85,202+54.1% | $172,739-24.0% | $72,985+79.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.51% | 27.32%-1.8pp | 802.84%-777.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $4,771 | $3,324+43.5% | $5,143-7.2% | $2,440+95.5% |
| Participant deferral / active EE | $6,532 | $3,260+100.3% | $5,198+25.7% | $3,607+81.1% |
| Admin fee / account holder | $429 | $5,884-92.7% | $13,954-96.9% | $5,124-91.6% |