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 | $182,104 | $85,202+113.7% | $172,739+5.4% | $72,985+149.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.86% | 27.32%-3.5pp | 802.84%-779.0pp | 81.00%-57.1pp |
| Employer contribution / active EE | $11,762 | $3,324+253.8% | $5,143+128.7% | $2,440+382.1% |
| Participant deferral / active EE | $3,169 | $3,260-2.8% | $5,198-39.0% | $3,607-12.2% |
| Admin fee / account holder | $10,677 | $5,884+81.5% | $13,954-23.5% | $5,124+108.4% |