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 | $152,955 | $85,202+79.5% | $172,739-11.5% | $72,985+109.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.16% | 27.32%-5.2pp | 802.84%-780.7pp | 81.00%-58.8pp |
| Employer contribution / active EE | $7,907 | $3,324+137.9% | $5,143+53.8% | $2,440+224.1% |
| Participant deferral / active EE | $4,998 | $3,260+53.3% | $5,198-3.8% | $3,607+38.5% |
| Admin fee / account holder | $1,978 | $5,884-66.4% | $13,954-85.8% | $5,124-61.4% |