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 7-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 | $112,411 | $85,202+31.9% | $172,739-34.9% | $72,985+54.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.65% | 27.32%-7.7pp | 802.84%-783.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $6,099 | $3,324+83.5% | $5,143+18.6% | $2,440+150.0% |
| Participant deferral / active EE | $3,334 | $3,260+2.3% | $5,198-35.9% | $3,607-7.6% |
| Admin fee / account holder | $3,753 | $5,884-36.2% | $13,954-73.1% | $5,124-26.8% |