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 | $107,014 | $85,202+25.6% | $172,739-38.0% | $72,985+46.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.69% | 27.32%-8.6pp | 802.84%-784.2pp | 81.00%-62.3pp |
| Employer contribution / active EE | $5,312 | $3,324+59.8% | $5,143+3.3% | $2,440+117.7% |
| Participant deferral / active EE | $4,941 | $3,260+51.6% | $5,198-4.9% | $3,607+37.0% |
| Admin fee / account holder | $5,999 | $5,884+2.0% | $13,954-57.0% | $5,124+17.1% |