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 | $141,614 | $85,202+66.2% | $172,739-18.0% | $72,985+94.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.01% | 27.32%-10.3pp | 802.84%-785.8pp | 81.00%-64.0pp |
| Employer contribution / active EE | $5,978 | $3,324+79.8% | $5,143+16.2% | $2,440+145.0% |
| Participant deferral / active EE | $3,136 | $3,260-3.8% | $5,198-39.7% | $3,607-13.1% |
| Admin fee / account holder | $1,376 | $5,884-76.6% | $13,954-90.1% | $5,124-73.2% |