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 | $120,776 | $85,202+41.8% | $172,739-30.1% | $72,985+65.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.48% | 27.32%-6.8pp | 802.84%-782.4pp | 81.00%-60.5pp |
| Employer contribution / active EE | $5,459 | $3,324+64.2% | $5,143+6.1% | $2,440+123.7% |
| Participant deferral / active EE | $4,063 | $3,260+24.6% | $5,198-21.8% | $3,607+12.6% |
| Admin fee / account holder | $5,203 | $5,884-11.6% | $13,954-62.7% | $5,124+1.5% |