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 | $230,730 | $85,202+170.8% | $172,739+33.6% | $72,985+216.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.87% | 27.32%-5.5pp | 802.84%-781.0pp | 81.00%-59.1pp |
| Employer contribution / active EE | $5,363 | $3,324+61.3% | $5,143+4.3% | $2,440+119.8% |
| Participant deferral / active EE | $3,659 | $3,260+12.2% | $5,198-29.6% | $3,607+1.4% |
| Admin fee / account holder | $913 | $5,884-84.5% | $13,954-93.5% | $5,124-82.2% |