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 | $116,703 | $85,202+37.0% | $172,739-32.4% | $72,985+59.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.89% | 27.32%-7.4pp | 802.84%-782.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $7,471 | $3,324+124.7% | $5,143+45.3% | $2,440+206.2% |
| Participant deferral / active EE | $5,690 | $3,260+74.5% | $5,198+9.5% | $3,607+57.7% |
| Admin fee / account holder | $2,427 | $5,884-58.8% | $13,954-82.6% | $5,124-52.6% |