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 | $225,485 | $85,202+164.6% | $172,739+30.5% | $72,985+208.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.27% | 27.32%-7.1pp | 802.84%-782.6pp | 81.00%-60.7pp |
| Employer contribution / active EE | $6,477 | $3,324+94.8% | $5,143+25.9% | $2,440+165.5% |
| Participant deferral / active EE | $6,126 | $3,260+87.9% | $5,198+17.9% | $3,607+69.8% |
| Admin fee / account holder | $103,206 | $5,884+1654.0% | $13,954+639.6% | $5,124+1914.0% |