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 | $164,142 | $85,202+92.7% | $172,739-5.0% | $72,985+124.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.05% | 27.32%-6.3pp | 802.84%-781.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $7,785 | $3,324+134.2% | $5,143+51.4% | $2,440+219.1% |
| Participant deferral / active EE | $5,239 | $3,260+60.7% | $5,198+0.8% | $3,607+45.2% |
| Admin fee / account holder | $10,424 | $5,884+77.2% | $13,954-25.3% | $5,124+103.4% |