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 | $116,106 | $85,202+36.3% | $172,739-32.8% | $72,985+59.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.89% | 27.32%-4.4pp | 802.84%-779.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $6,805 | $3,324+104.7% | $5,143+32.3% | $2,440+178.9% |
| Participant deferral / active EE | $6,651 | $3,260+104.0% | $5,198+28.0% | $3,607+84.4% |
| Admin fee / account holder | $6,137 | $5,884+4.3% | $13,954-56.0% | $5,124+19.8% |