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 | $98,302 | $53,127+85.0% | $86,590+13.5% | $70,131+40.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 21.32% | 27.66%-6.3pp | 964.84%-943.5pp | 73.14%-51.8pp |
| Employer contribution / active EE | $5,470 | $2,068+164.5% | $2,839+92.6% | $2,342+133.5% |
| Participant deferral / active EE | $9,802 | $2,696+263.6% | $3,609+171.6% | $3,332+194.2% |
| Admin fee / account holder | $488 | $3,585-86.4% | $4,906-90.1% | $4,645-89.5% |